+152.5%
IVZ vs FIVN
-56.5%
+209.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.4% | +3.0% |
| 7D | +7.6% | -2.8% | +10.5% | +8.2% |
| 30D | +4.3% | -17.4% | +21.7% | +7.8% |
| 3M | -9.3% | -19.2% | +9.8% | -6.5% |
| 6M | +5.2% | +29.4% | -24.1% | -3.4% |
| YTD | +13.4% | +36.3% | -22.8% | +0.6% |
| 1Y | +25.4% | +33.5% | -8.1% | +11.6% |
| 3Y | +152.5% | -56.8% | +209.3% | +182.8% |
| All | +152.5% | -56.5% | +209.0% | +182.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling