+193.4%
MCD vs FIVN
+86.2%
+107.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | -1.6% | -2.8% | +1.2% | -1.5% |
| 30D | +14.1% | -17.4% | +31.5% | +15.2% |
| 3M | +0.6% | -19.2% | +19.8% | +1.5% |
| 6M | 0.0% | +29.4% | -29.3% | -2.4% |
| YTD | -9.3% | +36.3% | -45.5% | -12.3% |
| 1Y | -9.3% | +33.5% | -42.8% | -12.3% |
| 3Y | +8.6% | -56.8% | +65.5% | +12.0% |
| 5Y | +21.9% | -83.0% | +104.9% | +32.5% |
| All | +193.4% | +86.2% | +107.2% | +158.6% |
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