+569.6%
MA vs FIVN
+104.7%
+464.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.1% |
| 7D | -1.8% | -22.8% | +21.0% | +2.2% |
| 30D | +11.0% | -21.3% | +32.3% | +14.9% |
| 3M | +17.9% | -14.0% | +31.8% | +19.4% |
| 6M | +33.2% | +31.1% | +2.0% | +23.7% |
| YTD | +16.5% | +40.0% | -23.5% | +5.1% |
| 1Y | +19.1% | +38.1% | -19.0% | +7.5% |
| 3Y | +70.6% | -55.7% | +126.2% | +82.0% |
| 5Y | +92.1% | -82.5% | +174.6% | +136.5% |
| 10Y | +569.6% | +92.4% | +477.2% | +362.3% |
| All | +569.6% | +104.7% | +464.8% | +362.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling