+817.0%
IAG vs FIVN
-82.0%
+899.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +2.4% |
| 7D | +1.7% | -9.6% | +11.3% | +2.6% |
| 30D | +11.4% | -11.9% | +23.4% | +12.6% |
| 3M | +33.0% | +40.1% | -7.1% | +29.1% |
| 6M | -6.0% | +68.3% | -74.3% | -11.1% |
| YTD | +24.6% | +51.5% | -26.9% | +18.6% |
| 1Y | +105.0% | +15.1% | +89.9% | +100.5% |
| 3Y | +837.9% | -55.6% | +893.5% | +908.0% |
| 5Y | +817.0% | -82.4% | +899.4% | +839.4% |
| All | +817.0% | -82.0% | +899.0% | +839.4% |
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 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