-83.7%
IRE vs FIVN
+48.3%
-132.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -2.4% | +16.4% | +13.8% |
| 7D | +54.8% | -2.3% | +57.1% | +54.5% |
| 30D | +18.4% | +12.4% | +6.0% | +18.7% |
| 3M | -66.7% | +36.0% | -102.8% | -64.8% |
| 6M | -52.3% | +86.0% | -138.3% | -47.9% |
| YTD | -52.3% | +65.9% | -118.2% | -47.0% |
| All | -83.7% | +48.3% | -132.0% | -76.1% |
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