+116.5%
IAG vs FIVN
+27.5%
+89.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.2% |
| 7D | -0.5% | -2.3% | +1.8% | -0.5% |
| 30D | +28.9% | +12.4% | +16.5% | +28.3% |
| 3M | +19.1% | +36.0% | -16.9% | +20.1% |
| 6M | -10.3% | +86.0% | -96.2% | -8.1% |
| YTD | +24.2% | +65.9% | -41.7% | +28.1% |
| 1Y | +116.5% | +26.5% | +90.0% | +126.0% |
| All | +116.5% | +27.5% | +89.0% | +126.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling