+43.3%
IBB vs FIVN
-83.3%
+126.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.5% |
| 7D | +0.8% | -22.4% | +23.2% | +4.3% |
| 30D | +5.2% | -23.8% | +28.9% | +9.0% |
| 3M | +8.6% | -19.5% | +28.1% | +11.1% |
| 6M | +27.8% | +25.6% | +2.3% | +20.7% |
| YTD | +28.8% | +38.4% | -9.6% | +17.5% |
| 1Y | +36.4% | +33.7% | +2.7% | +25.0% |
| 3Y | +89.3% | -56.2% | +145.5% | +106.3% |
| 5Y | +43.3% | -82.9% | +126.2% | +88.5% |
| All | +43.3% | -83.3% | +126.6% | +88.5% |
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