+116.1%
INDA vs FIVN
+318.5%
-202.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | +0.7% | -2.3% | +3.0% | +0.9% |
| 30D | -0.8% | +12.4% | -13.2% | -2.1% |
| 3M | +3.9% | +36.0% | -32.1% | +0.6% |
| 6M | -0.7% | +86.0% | -86.7% | -7.2% |
| YTD | -7.7% | +65.9% | -73.6% | -13.1% |
| 1Y | -5.1% | +26.5% | -31.6% | -8.7% |
| 3Y | +13.6% | -54.2% | +67.9% | +17.8% |
| 5Y | +7.8% | -80.5% | +88.3% | +18.2% |
| 10Y | +84.6% | +109.6% | -25.0% | +58.0% |
| All | +116.1% | +318.5% | -202.4% | +69.6% |
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