+82.3%
INDA vs FIVN
+118.5%
-36.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.8% |
| 7D | -2.7% | -7.8% | +5.2% | -2.0% |
| 30D | -2.8% | -1.7% | -1.0% | -2.7% |
| 3M | +1.6% | +47.2% | -45.6% | -2.4% |
| 6M | -1.4% | +82.7% | -84.1% | -8.1% |
| YTD | -10.1% | +52.9% | -63.1% | -15.0% |
| 1Y | -8.8% | +17.5% | -26.2% | -11.7% |
| 3Y | +7.6% | -55.8% | +63.4% | +12.5% |
| 5Y | +5.8% | -82.3% | +88.1% | +19.0% |
| All | +82.3% | +118.5% | -36.2% | +57.4% |
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