-15.8%
INFQ vs FIVN
+82.7%
-98.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +1.2% |
| 7D | +2.1% | -7.8% | +9.9% | +2.4% |
| 30D | +6.1% | -1.7% | +7.9% | +6.1% |
| 3M | -7.1% | +47.2% | -54.3% | -7.6% |
| 6M | +14.8% | +82.7% | -67.9% | +12.9% |
| All | -15.8% | +82.7% | -98.6% | -17.7% |
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 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