-13.5%
IP vs FIVN
-82.8%
+69.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.5% |
| 7D | -2.8% | -22.8% | +20.0% | +0.1% |
| 30D | +9.2% | -21.3% | +30.5% | +12.0% |
| 3M | -16.1% | -14.0% | -2.2% | -15.2% |
| 6M | +9.6% | +31.1% | -21.5% | +4.3% |
| YTD | -8.8% | +40.0% | -48.8% | -15.1% |
| 1Y | -5.5% | +38.1% | -43.6% | -12.0% |
| 3Y | +19.6% | -55.7% | +75.3% | +24.6% |
| 5Y | -13.5% | -82.5% | +69.1% | -10.2% |
| All | -13.5% | -82.8% | +69.4% | -10.2% |
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 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