-16.1%
IP vs FIVN
-80.6%
+64.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.5% |
| 7D | -5.3% | -2.3% | -3.0% | -5.0% |
| 30D | -10.9% | +12.4% | -23.3% | -12.4% |
| 3M | +11.2% | +36.0% | -24.8% | +6.4% |
| 6M | -10.2% | +86.0% | -96.2% | -18.3% |
| YTD | -2.0% | +65.9% | -67.9% | -9.9% |
| 1Y | -19.1% | +26.5% | -45.6% | -23.1% |
| 3Y | +20.9% | -54.2% | +75.1% | +25.4% |
| All | -16.1% | -80.6% | +64.4% | -13.7% |
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