+21.6%
MCD vs FIVN
-80.6%
+102.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.4% |
| 7D | -2.8% | -2.3% | -0.5% | -2.8% |
| 30D | -6.0% | +12.4% | -18.4% | -6.5% |
| 3M | -5.6% | +36.0% | -41.6% | -6.9% |
| 6M | -21.9% | +86.0% | -107.8% | -24.0% |
| YTD | -14.7% | +65.9% | -80.6% | -16.8% |
| 1Y | -17.3% | +26.5% | -43.8% | -18.4% |
| 3Y | -2.2% | -54.2% | +52.1% | +0.1% |
| All | +21.6% | -80.6% | +102.2% | +27.3% |
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 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