+60.9%
IVZ vs FIVN
+103.9%
-42.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.1% | +3.9% | -1.1% |
| 7D | +1.1% | -8.2% | +9.3% | +2.7% |
| 30D | +3.1% | -8.1% | +11.2% | +4.5% |
| 3M | +18.2% | +34.9% | -16.7% | +10.5% |
| 6M | +38.6% | +72.6% | -34.0% | +21.5% |
| YTD | +25.9% | +55.8% | -29.9% | +12.1% |
| 1Y | +51.7% | +17.1% | +34.5% | +42.2% |
| 3Y | +138.7% | -54.3% | +193.0% | +155.6% |
| 5Y | +62.8% | -81.6% | +144.3% | +88.6% |
| 10Y | +60.9% | +109.2% | -48.3% | +33.1% |
| All | +60.9% | +103.9% | -42.9% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling