+329.4%
IBN vs FIVN
+318.5%
+10.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.5% |
| 7D | +1.4% | -2.3% | +3.7% | +1.6% |
| 30D | -0.3% | +12.4% | -12.7% | -1.5% |
| 3M | +17.1% | +36.0% | -18.9% | +13.6% |
| 6M | +3.4% | +86.0% | -82.6% | -3.1% |
| YTD | +2.5% | +65.9% | -63.4% | -3.2% |
| 1Y | -4.2% | +26.5% | -30.7% | -7.6% |
| 3Y | +32.4% | -54.2% | +86.6% | +37.7% |
| 5Y | +59.2% | -80.5% | +139.6% | +74.4% |
| 10Y | +345.7% | +109.6% | +236.0% | +279.4% |
| All | +329.4% | +318.5% | +10.9% | +239.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling