+22.7%
MCD vs FIVN
-81.1%
+103.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -17.6% | +17.1% | +0.1% |
| 7D | +7.1% | -22.6% | +29.7% | +8.0% |
| 30D | +19.8% | -16.8% | +36.5% | +20.4% |
| 3M | +0.8% | -0.9% | +1.7% | +0.5% |
| 6M | -1.3% | +28.4% | -29.7% | -2.8% |
| YTD | -7.8% | +40.2% | -48.0% | -9.7% |
| 1Y | -5.0% | +30.5% | -35.5% | -6.7% |
| 3Y | +10.5% | -56.2% | +66.8% | +13.1% |
| All | +22.7% | -81.1% | +103.9% | +27.2% |
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