+38.2%
IWM vs FIVN
-82.0%
+120.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.9% |
| 7D | -1.1% | -9.6% | +8.4% | +0.7% |
| 30D | -3.1% | -11.9% | +8.8% | -1.0% |
| 3M | +2.2% | +40.1% | -37.9% | -5.6% |
| 6M | +15.1% | +68.3% | -53.3% | +0.4% |
| YTD | +18.6% | +51.5% | -32.9% | +5.0% |
| 1Y | +24.0% | +15.1% | +8.9% | +16.3% |
| 3Y | +63.7% | -55.6% | +119.3% | +81.3% |
| 5Y | +38.2% | -82.4% | +120.6% | +75.7% |
| All | +38.2% | -82.0% | +120.2% | +75.7% |
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 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