-97.7%
IRE vs FIVN
+55.4%
-153.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.6% | -24.9% | -23.2% |
| 7D | -46.8% | -3.4% | -43.4% | -46.9% |
| 30D | -75.5% | +5.8% | -81.3% | -75.4% |
| 3M | -79.4% | +22.0% | -101.4% | -79.1% |
| 6M | -91.3% | +55.7% | -147.0% | -90.3% |
| YTD | -90.8% | +81.3% | -172.1% | -89.6% |
| 1Y | -97.7% | +58.0% | -155.7% | -96.9% |
| All | -97.7% | +55.4% | -153.1% | -96.9% |
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