+542.4%
IWF vs FIVN
+292.8%
+249.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.8% | +0.7% |
| 7D | +1.5% | -8.2% | +9.7% | +2.9% |
| 30D | -1.3% | -8.1% | +6.9% | -0.1% |
| 3M | +0.1% | +34.9% | -34.8% | -6.0% |
| 6M | +10.3% | +72.6% | -62.4% | -2.2% |
| YTD | +4.2% | +55.8% | -51.6% | -6.6% |
| 1Y | +9.3% | +17.1% | -7.8% | +2.8% |
| 3Y | +79.3% | -54.3% | +133.7% | +91.3% |
| 5Y | +73.8% | -81.6% | +155.3% | +107.1% |
| 10Y | +410.9% | +109.2% | +301.7% | +341.3% |
| All | +542.4% | +292.8% | +249.6% | +418.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling