+140.3%
IVZ vs FIVN
-53.5%
+193.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.6% |
| 7D | +0.6% | -2.3% | +2.9% | +1.1% |
| 30D | +4.0% | +12.4% | -8.4% | +0.9% |
| 3M | +18.2% | +36.0% | -17.8% | +9.2% |
| 6M | +32.8% | +86.0% | -53.1% | +11.1% |
| YTD | +28.7% | +65.9% | -37.2% | +10.5% |
| 1Y | +55.4% | +26.5% | +28.9% | +43.3% |
| All | +140.3% | -53.5% | +193.8% | +165.8% |
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