+199.5%
MCHP vs FIVN
+118.5%
+80.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.3% |
| 7D | 0.0% | -7.8% | +7.9% | +2.3% |
| 30D | -6.0% | -1.7% | -4.3% | -5.9% |
| 3M | -19.7% | +47.2% | -66.9% | -29.3% |
| 6M | +14.0% | +82.7% | -68.7% | -9.0% |
| YTD | +18.4% | +52.9% | -34.5% | -1.6% |
| 1Y | +17.1% | +17.5% | -0.4% | +5.5% |
| 3Y | +0.7% | -55.8% | +56.5% | +15.1% |
| 5Y | +5.1% | -82.3% | +87.4% | +45.1% |
| All | +199.5% | +118.5% | +80.9% | +112.9% |
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