+23.7%
IP vs FIVN
+99.4%
-75.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.7% |
| 7D | 0.0% | -22.4% | +22.4% | +2.4% |
| 30D | +9.4% | -23.8% | +33.1% | +12.1% |
| 3M | -14.1% | -19.5% | +5.5% | -12.7% |
| 6M | +9.2% | +25.6% | -16.4% | +5.4% |
| YTD | -7.5% | +38.4% | -45.9% | -12.6% |
| 1Y | -2.8% | +33.7% | -36.5% | -7.9% |
| 3Y | +21.2% | -56.2% | +77.4% | +25.1% |
| 5Y | -11.5% | -82.9% | +71.4% | -4.6% |
| 10Y | +23.7% | +103.6% | -79.9% | +10.4% |
| All | +23.7% | +99.4% | -75.7% | +10.4% |
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