+165.3%
IWM vs FIVN
+115.6%
+49.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.5% | -11.3% | +8.8% | -0.5% |
| 30D | -4.4% | -7.3% | +2.9% | -3.3% |
| 3M | +2.2% | +41.7% | -39.4% | -5.3% |
| 6M | +14.0% | +78.3% | -64.2% | -0.7% |
| YTD | +17.4% | +50.9% | -33.5% | +4.8% |
| 1Y | +22.9% | +19.7% | +3.3% | +14.5% |
| 3Y | +62.1% | -55.7% | +117.8% | +76.2% |
| 5Y | +38.2% | -82.6% | +120.7% | +68.9% |
| All | +165.3% | +115.6% | +49.6% | +107.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling