+73.0%
IWM vs FIVN
-55.3%
+128.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.7% |
| 7D | -0.3% | -22.8% | +22.5% | +3.3% |
| 30D | +1.9% | -21.3% | +23.2% | +5.1% |
| 3M | -5.7% | -14.0% | +8.3% | -4.5% |
| 6M | -0.3% | +31.1% | -31.4% | -7.0% |
| YTD | +15.8% | +40.0% | -24.2% | +4.8% |
| 1Y | +17.1% | +38.1% | -21.0% | +6.1% |
| All | +73.0% | -55.3% | +128.3% | +92.7% |
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 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