+471.3%
IAG vs FIVN
+292.8%
+178.5%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.3% | -1.4% |
| 7D | +4.3% | -8.2% | +12.5% | +4.8% |
| 30D | +9.8% | -8.1% | +17.9% | +10.3% |
| 3M | +28.9% | +34.9% | -6.0% | +26.4% |
| 6M | -7.6% | +72.6% | -80.2% | -11.3% |
| YTD | +22.0% | +55.8% | -33.8% | +17.5% |
| 1Y | +99.5% | +17.1% | +82.4% | +95.6% |
| 3Y | +818.3% | -54.3% | +872.6% | +846.1% |
| 5Y | +785.9% | -81.6% | +867.5% | +838.9% |
| 10Y | +381.1% | +109.2% | +271.9% | +390.6% |
| All | +471.3% | +292.8% | +178.5% | +410.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling