-44.9%
IONS vs FIVN
+55.4%
-100.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.7% |
| 7D | -10.6% | -3.4% | -7.2% | -10.5% |
| 30D | -7.7% | +5.8% | -13.5% | -7.8% |
| 3M | -27.1% | +22.0% | -49.1% | -27.4% |
| 6M | -46.8% | +55.7% | -102.5% | -47.1% |
| YTD | -49.2% | +81.3% | -130.5% | -50.4% |
| 1Y | -44.9% | +58.0% | -102.9% | -46.0% |
| All | -44.9% | +55.4% | -100.3% | -46.0% |
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