+25.0%
IQV vs FIVN
+55.4%
-30.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.1% |
| 7D | -5.5% | -3.4% | -2.1% | -4.8% |
| 30D | -0.9% | +5.8% | -6.6% | -2.1% |
| 3M | +15.6% | +22.0% | -6.4% | +9.9% |
| 6M | +63.9% | +55.7% | +8.2% | +46.7% |
| YTD | +17.0% | +81.3% | -64.3% | -0.1% |
| 1Y | +25.0% | +58.0% | -32.9% | +9.2% |
| All | +25.0% | +55.4% | -30.4% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling