-14.9%
INFQ vs FIVN
+81.0%
-95.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.2% | -2.8% |
| 7D | +4.8% | -9.6% | +14.4% | +5.2% |
| 30D | +13.4% | -11.9% | +25.4% | +14.0% |
| 3M | -3.3% | +40.1% | -43.4% | -3.7% |
| 6M | +13.7% | +68.3% | -54.6% | +12.9% |
| All | -14.9% | +81.0% | -95.9% | -16.8% |
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