+397.6%
IBN vs FIVN
+86.2%
+311.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.6% |
| 7D | +1.9% | -2.8% | +4.7% | +2.1% |
| 30D | +22.1% | -17.4% | +39.5% | +23.4% |
| 3M | +17.1% | -19.2% | +36.3% | +18.3% |
| 6M | +35.5% | +29.4% | +6.2% | +30.9% |
| YTD | +16.8% | +36.3% | -19.5% | +11.2% |
| 1Y | +12.4% | +33.5% | -21.1% | +7.1% |
| 3Y | +58.0% | -56.8% | +114.9% | +64.7% |
| 5Y | +73.7% | -83.0% | +156.7% | +93.2% |
| All | +397.6% | +86.2% | +311.4% | +320.5% |
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 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