+412.8%
IQV vs FIVN
+282.0%
+130.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.3% |
| 7D | -2.6% | -9.6% | +7.0% | -0.7% |
| 30D | +6.2% | -11.9% | +18.1% | +8.6% |
| 3M | +38.0% | +40.1% | -2.1% | +28.1% |
| 6M | +43.9% | +68.3% | -24.4% | +27.3% |
| YTD | +14.0% | +51.5% | -37.5% | +2.4% |
| 1Y | +35.5% | +15.1% | +20.4% | +27.6% |
| 3Y | +20.3% | -55.6% | +75.9% | +30.1% |
| 5Y | -1.6% | -82.4% | +80.8% | +18.0% |
| 10Y | +233.4% | +114.5% | +119.0% | +195.9% |
| All | +412.8% | +282.0% | +130.8% | +331.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling