+74.3%
IWD vs FIVN
-81.5%
+155.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.3% | -0.2% |
| 7D | -0.2% | -8.2% | +8.1% | +0.7% |
| 30D | -0.8% | -8.1% | +7.3% | 0.0% |
| 3M | +8.0% | +34.9% | -26.9% | +3.9% |
| 6M | +18.2% | +72.6% | -54.5% | +9.4% |
| YTD | +22.3% | +55.8% | -33.4% | +14.2% |
| 1Y | +28.9% | +17.1% | +11.7% | +24.4% |
| 3Y | +71.5% | -54.3% | +125.9% | +80.0% |
| All | +74.3% | -81.5% | +155.9% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling