+551.0%
IGV vs FIVN
+292.8%
+258.1%
-45.9%
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% | -0.1% |
| 7D | -3.3% | -8.2% | +4.9% | -1.0% |
| 30D | 0.0% | -8.1% | +8.1% | +2.2% |
| 3M | +7.3% | +34.9% | -27.6% | -2.1% |
| 6M | +16.7% | +72.6% | -55.9% | -1.9% |
| YTD | -2.8% | +55.8% | -58.6% | -16.6% |
| 1Y | -6.7% | +17.1% | -23.8% | -14.0% |
| 3Y | +41.1% | -54.3% | +95.4% | +58.3% |
| 5Y | +22.0% | -81.6% | +103.5% | +63.8% |
| 10Y | +357.9% | +109.2% | +248.8% | +285.2% |
| All | +551.0% | +292.8% | +258.1% | +397.1% |
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