+886.9%
MA vs FIVN
+249.1%
+637.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.3% | +1.0% |
| 7D | +1.8% | -22.4% | +24.2% | +5.4% |
| 30D | +11.8% | -23.8% | +35.6% | +15.8% |
| 3M | +17.2% | -19.5% | +36.7% | +19.7% |
| 6M | +33.4% | +25.6% | +7.8% | +26.0% |
| YTD | +16.1% | +38.4% | -22.3% | +6.4% |
| 1Y | +19.9% | +33.7% | -13.8% | +10.3% |
| 3Y | +70.1% | -56.2% | +126.2% | +79.7% |
| 5Y | +89.6% | -82.9% | +172.6% | +124.0% |
| 10Y | +568.4% | +103.6% | +464.8% | +443.8% |
| All | +886.9% | +249.1% | +637.9% | +668.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling