+62.3%
IBB vs FIVN
-55.7%
+118.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.6% |
| 7D | -3.9% | -9.6% | +5.7% | -2.8% |
| 30D | +2.7% | -11.9% | +14.7% | +4.0% |
| 3M | +21.4% | +40.1% | -18.7% | +16.1% |
| 6M | +20.1% | +68.3% | -48.3% | +11.0% |
| YTD | +21.9% | +51.5% | -29.6% | +13.8% |
| 1Y | +44.1% | +15.1% | +29.0% | +40.3% |
| All | +62.3% | -55.7% | +118.0% | +73.1% |
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