+323.2%
IBN vs FIVN
+118.5%
+204.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.8% |
| 7D | -3.0% | -7.8% | +4.8% | -2.4% |
| 30D | -1.5% | -1.7% | +0.2% | -1.5% |
| 3M | +7.9% | +47.2% | -39.3% | +4.0% |
| 6M | +8.6% | +82.7% | -74.1% | +1.8% |
| YTD | -0.6% | +52.9% | -53.5% | -5.6% |
| 1Y | -7.3% | +17.5% | -24.8% | -10.1% |
| 3Y | +26.2% | -55.8% | +82.0% | +32.4% |
| 5Y | +57.8% | -82.3% | +140.2% | +76.5% |
| All | +323.2% | +118.5% | +204.6% | +248.7% |
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