+85.4%
IONS vs FIVN
+115.6%
-30.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -4.3% | -11.3% | +7.0% | -2.2% |
| 30D | +0.4% | -7.3% | +7.7% | +1.5% |
| 3M | -24.1% | +41.7% | -65.8% | -29.9% |
| 6M | -26.4% | +78.3% | -104.7% | -36.3% |
| YTD | -29.7% | +50.9% | -80.5% | -37.5% |
| 1Y | -13.0% | +19.7% | -32.7% | -19.5% |
| 3Y | +35.0% | -55.7% | +90.8% | +48.4% |
| 5Y | +54.2% | -82.6% | +136.8% | +97.8% |
| All | +85.4% | +115.6% | -30.2% | +30.0% |
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 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