+224.3%
MAS vs FIVN
+109.8%
+114.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.7% | +1.8% | +4.1% |
| 7D | +3.3% | -19.3% | +22.6% | +6.4% |
| 30D | +25.5% | -20.7% | +46.1% | +29.3% |
| 3M | +11.8% | -15.1% | +26.8% | +13.4% |
| 6M | +21.3% | +30.6% | -9.3% | +14.0% |
| YTD | +37.7% | +44.0% | -6.2% | +25.1% |
| 1Y | +41.0% | +45.5% | -4.5% | +27.6% |
| 3Y | +63.0% | -52.8% | +115.8% | +71.7% |
| 5Y | +44.1% | -82.6% | +126.7% | +68.1% |
| 10Y | +224.3% | +109.4% | +114.9% | +178.3% |
| All | +224.3% | +109.8% | +114.5% | +178.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling