+43.5%
MAS vs FIVN
-77.6%
+121.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.1% | +2.6% | -2.5% |
| 7D | +4.6% | -8.7% | +13.3% | +6.1% |
| 30D | +19.9% | +2.6% | +17.3% | +19.1% |
| 3M | +8.9% | +15.3% | -6.4% | +5.2% |
| 6M | +20.2% | +40.7% | -20.6% | +11.2% |
| YTD | +33.9% | +70.3% | -36.4% | +17.7% |
| 1Y | +34.7% | +50.0% | -15.3% | +21.1% |
| 3Y | +60.4% | -46.1% | +106.4% | +68.7% |
| 5Y | +43.5% | -76.9% | +120.4% | +59.2% |
| All | +43.5% | -77.6% | +121.1% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling