+59.4%
IAG vs FIVN
+55.4%
+4.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.6% | +8.6% | +10.2% |
| 7D | +1.1% | -3.4% | +4.5% | +1.2% |
| 30D | -5.3% | +5.8% | -11.0% | -5.4% |
| 3M | +18.0% | +22.0% | -4.0% | +17.5% |
| 6M | +7.1% | +55.7% | -48.6% | +9.0% |
| YTD | +5.9% | +81.3% | -75.4% | +10.9% |
| 1Y | +59.4% | +58.0% | +1.4% | +71.4% |
| All | +59.4% | +55.4% | +4.0% | +71.4% |
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 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