+766.3%
MA vs FIVN
+318.5%
+447.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.7% |
| 7D | -2.7% | -2.3% | -0.4% | -2.4% |
| 30D | +1.5% | +12.4% | -10.9% | -0.8% |
| 3M | +20.4% | +36.0% | -15.6% | +13.8% |
| 6M | +11.1% | +86.0% | -74.8% | -1.3% |
| YTD | +2.0% | +65.9% | -64.0% | -8.2% |
| 1Y | -2.2% | +26.5% | -28.7% | -8.5% |
| 3Y | +41.9% | -54.2% | +96.1% | +50.4% |
| 5Y | +75.4% | -80.5% | +155.8% | +104.3% |
| 10Y | +527.5% | +109.6% | +417.9% | +406.7% |
| All | +766.3% | +318.5% | +447.8% | +562.3% |
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