+822.7%
IRM vs FIVN
+318.5%
+504.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.1% | +1.9% |
| 7D | -0.5% | -2.3% | +1.8% | -0.2% |
| 30D | -8.1% | +12.4% | -20.5% | -9.4% |
| 3M | -9.7% | +36.0% | -45.7% | -12.9% |
| 6M | +10.0% | +86.0% | -76.0% | +2.0% |
| YTD | +43.0% | +65.9% | -22.9% | +33.6% |
| 1Y | +32.7% | +26.5% | +6.2% | +27.1% |
| 3Y | +102.7% | -54.2% | +156.9% | +108.9% |
| 5Y | +187.6% | -80.5% | +268.0% | +207.6% |
| 10Y | +420.1% | +109.6% | +310.5% | +336.0% |
| All | +822.7% | +318.5% | +504.2% | +594.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling