+38.0%
IGV vs FIVN
-55.8%
+93.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -5.4% | -11.3% | +5.9% | -2.2% |
| 30D | -2.6% | -7.3% | +4.7% | -0.6% |
| 3M | +10.5% | +41.7% | -31.2% | -0.3% |
| 6M | +18.2% | +78.3% | -60.1% | -1.0% |
| YTD | -4.2% | +50.9% | -55.1% | -16.8% |
| 1Y | -9.8% | +19.7% | -29.5% | -17.4% |
| All | +38.0% | -55.8% | +93.8% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling