+19.1%
MA vs FIVN
+36.2%
-17.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | -1.8% | -22.8% | +21.0% | -0.2% |
| 30D | +11.0% | -21.3% | +32.3% | +12.6% |
| 3M | +17.9% | -14.0% | +31.8% | +18.4% |
| 6M | +33.2% | +31.1% | +2.0% | +28.1% |
| YTD | +16.5% | +40.0% | -23.5% | +12.1% |
| 1Y | +19.1% | +38.1% | -19.0% | +14.2% |
| All | +19.1% | +36.2% | -17.1% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling