-2.2%
MA vs FIVN
+13.9%
-16.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.4% |
| 7D | -3.5% | -9.6% | +6.1% | -2.8% |
| 30D | +0.8% | -11.9% | +12.7% | +1.7% |
| 3M | +14.8% | +40.1% | -25.3% | +10.7% |
| 6M | +10.0% | +68.3% | -58.4% | +3.8% |
| YTD | -0.1% | +51.5% | -51.6% | -4.6% |
| 1Y | -2.2% | +15.1% | -17.3% | -5.0% |
| All | -2.2% | +13.9% | -16.1% | -5.0% |
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 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