+34.9%
MAS vs FIVN
+23.8%
+11.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -17.6% | +15.7% | -1.1% |
| 7D | +2.0% | -22.6% | +24.6% | +3.1% |
| 30D | +19.4% | -16.8% | +36.1% | +20.3% |
| 3M | +9.4% | -0.9% | +10.3% | +9.3% |
| 6M | +15.3% | +28.4% | -13.1% | +14.4% |
| YTD | +31.3% | +40.2% | -8.9% | +30.5% |
| 1Y | +34.9% | +30.5% | +4.3% | +35.2% |
| All | +34.9% | +23.8% | +11.1% | +35.2% |
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