+48.3%
INCY vs FIVN
+27.5%
+20.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.9% |
| 7D | +1.9% | -2.3% | +4.2% | +2.0% |
| 30D | +5.8% | +12.4% | -6.6% | +5.0% |
| 3M | +25.2% | +36.0% | -10.8% | +22.7% |
| 6M | +28.2% | +86.0% | -57.8% | +24.0% |
| YTD | +28.3% | +65.9% | -37.6% | +23.7% |
| 1Y | +48.3% | +26.5% | +21.8% | +44.7% |
| All | +48.3% | +27.5% | +20.9% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling