+127.0%
IBB vs FIVN
+105.2%
+21.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.4% |
| 7D | -3.9% | -9.6% | +5.7% | -2.2% |
| 30D | +2.7% | -11.9% | +14.7% | +4.8% |
| 3M | +21.4% | +40.1% | -18.7% | +12.8% |
| 6M | +20.1% | +68.3% | -48.3% | +5.8% |
| YTD | +21.9% | +51.5% | -29.6% | +8.8% |
| 1Y | +44.1% | +15.1% | +29.0% | +35.2% |
| 3Y | +63.4% | -55.6% | +118.9% | +78.4% |
| 5Y | +19.8% | -82.4% | +102.2% | +51.6% |
| 10Y | +127.0% | +114.5% | +12.5% | +77.7% |
| All | +127.0% | +105.2% | +21.8% | +77.7% |
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 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