+20.9%
IBB vs FIVN
-81.8%
+102.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.1% | +4.0% | -1.2% |
| 7D | -1.7% | -8.2% | +6.6% | -0.4% |
| 30D | +4.9% | -8.1% | +13.0% | +6.0% |
| 3M | +24.2% | +34.9% | -10.7% | +17.5% |
| 6M | +23.8% | +72.6% | -48.8% | +10.8% |
| YTD | +23.0% | +55.8% | -32.8% | +11.3% |
| 1Y | +46.2% | +17.1% | +29.0% | +38.8% |
| 3Y | +64.8% | -54.3% | +119.1% | +79.6% |
| 5Y | +20.9% | -81.6% | +102.5% | +51.1% |
| All | +20.9% | -81.8% | +102.7% | +51.1% |
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 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