+513.2%
MA vs FIVN
+105.2%
+408.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.1% |
| 7D | -3.5% | -9.6% | +6.1% | -1.9% |
| 30D | +0.8% | -11.9% | +12.7% | +2.7% |
| 3M | +14.8% | +40.1% | -25.3% | +7.0% |
| 6M | +10.0% | +68.3% | -58.4% | -2.3% |
| YTD | -0.1% | +51.5% | -51.6% | -10.1% |
| 1Y | -2.2% | +15.1% | -17.3% | -7.9% |
| 3Y | +39.3% | -55.6% | +94.8% | +50.1% |
| 5Y | +66.3% | -82.4% | +148.8% | +106.2% |
| 10Y | +513.2% | +114.5% | +398.8% | +328.0% |
| All | +513.2% | +105.2% | +408.0% | +328.0% |
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