-97.4%
IRE vs FIVN
+42.1%
-139.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.7% | -5.2% | -2.0% |
| 7D | -15.5% | -19.3% | +3.8% | -17.0% |
| 30D | -70.4% | -20.7% | -49.7% | -71.2% |
| 3M | -81.6% | -15.1% | -66.6% | -81.7% |
| 6M | -94.7% | +30.6% | -125.3% | -94.0% |
| YTD | -91.8% | +44.0% | -135.7% | -90.8% |
| All | -97.4% | +42.1% | -139.5% | -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