+26.5%
IP vs FIVN
+102.4%
-75.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.5% | +2.6% |
| 7D | -5.1% | -22.6% | +17.6% | -2.8% |
| 30D | +8.5% | -16.8% | +25.3% | +10.2% |
| 3M | -13.8% | -0.9% | -13.0% | -14.4% |
| 6M | +5.7% | +28.4% | -22.7% | +1.9% |
| YTD | -9.1% | +40.2% | -49.4% | -14.2% |
| 1Y | -0.8% | +30.5% | -31.4% | -5.8% |
| 3Y | +14.8% | -56.2% | +71.0% | +18.4% |
| 5Y | -11.5% | -81.0% | +69.5% | -5.4% |
| All | +26.5% | +102.4% | -75.9% | +13.2% |
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