-82.0%
IRE vs FIVN
+39.2%
-121.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -6.1% | +16.4% | +9.7% |
| 7D | +58.9% | -8.2% | +67.1% | +57.9% |
| 30D | +17.2% | -8.1% | +25.3% | +16.5% |
| 3M | -58.6% | +34.9% | -93.5% | -56.0% |
| 6M | -23.5% | +72.6% | -96.1% | -16.9% |
| YTD | -47.4% | +55.8% | -103.2% | -41.9% |
| All | -82.0% | +39.2% | -121.2% | -73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling