+42.2%
MA vs FIVN
-52.8%
+95.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -2.7% | -2.3% | -0.4% | -2.5% |
| 30D | +1.5% | +12.4% | -10.9% | +0.1% |
| 3M | +20.4% | +36.0% | -15.6% | +16.0% |
| 6M | +11.1% | +86.0% | -74.8% | +2.9% |
| YTD | +2.0% | +65.9% | -64.0% | -4.7% |
| 1Y | -2.2% | +26.5% | -28.7% | -6.0% |
| All | +42.2% | -52.8% | +95.0% | +37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling