+196.5%
IRM vs FIVN
-82.2%
+278.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.7% | +1.8% |
| 7D | -1.4% | -7.8% | +6.4% | -0.4% |
| 30D | -7.4% | -1.7% | -5.7% | -7.3% |
| 3M | -7.4% | +47.2% | -54.5% | -12.7% |
| 6M | +8.7% | +82.7% | -74.1% | -1.8% |
| YTD | +40.9% | +52.9% | -12.0% | +29.8% |
| 1Y | +20.5% | +17.5% | +3.0% | +15.0% |
| 3Y | +101.7% | -55.8% | +157.5% | +113.0% |
| All | +196.5% | -82.2% | +278.7% | +229.2% |
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