+53.4%
IONS vs FIVN
-81.8%
+135.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.8% | -1.4% |
| 7D | -5.3% | -8.2% | +2.9% | -4.1% |
| 30D | +0.3% | -8.1% | +8.4% | +1.4% |
| 3M | -22.9% | +34.9% | -57.8% | -27.4% |
| 6M | -23.4% | +72.6% | -96.0% | -32.0% |
| YTD | -28.3% | +55.8% | -84.1% | -35.6% |
| 1Y | -7.0% | +17.1% | -24.2% | -12.2% |
| 3Y | +37.6% | -54.3% | +91.9% | +52.2% |
| 5Y | +53.4% | -81.6% | +134.9% | +99.0% |
| All | +53.4% | -81.8% | +135.2% | +99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling