+195.5%
IWD vs FIVN
+115.6%
+79.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -2.3% | -11.3% | +9.0% | -1.1% |
| 30D | -1.8% | -7.3% | +5.5% | -1.1% |
| 3M | +8.0% | +41.7% | -33.7% | +3.5% |
| 6M | +17.0% | +78.3% | -61.3% | +8.2% |
| YTD | +21.3% | +50.9% | -29.6% | +13.8% |
| 1Y | +27.9% | +19.7% | +8.3% | +22.9% |
| 3Y | +70.1% | -55.7% | +125.8% | +77.7% |
| 5Y | +74.2% | -82.6% | +156.7% | +93.7% |
| All | +195.5% | +115.6% | +79.9% | +154.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling