+408.6%
IVV vs FIVN
+318.5%
+90.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.1% |
| 7D | +0.1% | -2.3% | +2.4% | +0.4% |
| 30D | +0.1% | +12.4% | -12.3% | -1.8% |
| 3M | +2.0% | +36.0% | -34.0% | -2.8% |
| 6M | +13.0% | +86.0% | -72.9% | +2.3% |
| YTD | +13.6% | +65.9% | -52.3% | +3.8% |
| 1Y | +20.1% | +26.5% | -6.4% | +13.5% |
| 3Y | +77.6% | -54.2% | +131.8% | +86.4% |
| 5Y | +82.5% | -80.5% | +162.9% | +105.5% |
| 10Y | +316.5% | +109.6% | +206.9% | +257.2% |
| All | +408.6% | +318.5% | +90.1% | +308.2% |
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 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