+44.4%
IBB vs FIVN
+15.3%
+29.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -5.2% | -11.3% | +6.1% | -4.8% |
| 30D | +1.5% | -7.3% | +8.7% | +1.7% |
| 3M | +22.1% | +41.7% | -19.5% | +20.9% |
| 6M | +17.7% | +78.3% | -60.5% | +14.7% |
| YTD | +20.2% | +50.9% | -30.7% | +18.1% |
| 1Y | +44.4% | +19.7% | +24.8% | +45.4% |
| All | +44.4% | +15.3% | +29.2% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling