+74.9%
IBN vs FIVN
-82.9%
+157.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.6% |
| 7D | +1.9% | -2.8% | +4.7% | +2.0% |
| 30D | +22.1% | -17.4% | +39.5% | +23.1% |
| 3M | +17.1% | -19.2% | +36.3% | +18.0% |
| 6M | +35.5% | +29.4% | +6.2% | +31.3% |
| YTD | +16.8% | +36.3% | -19.5% | +11.7% |
| 1Y | +12.4% | +33.5% | -21.1% | +7.6% |
| 3Y | +58.0% | -56.8% | +114.9% | +66.9% |
| All | +74.9% | -82.9% | +157.9% | +106.8% |
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