+31.8%
MCK vs FIVN
+27.5%
+4.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +1.0% | -1.6% |
| 7D | +1.7% | -2.3% | +4.0% | +1.6% |
| 30D | +3.6% | +12.4% | -8.8% | +4.2% |
| 3M | +20.1% | +36.0% | -15.9% | +21.5% |
| 6M | -7.0% | +86.0% | -93.0% | -2.8% |
| YTD | +11.0% | +65.9% | -54.9% | +16.3% |
| 1Y | +31.8% | +26.5% | +5.3% | +33.2% |
| All | +31.8% | +27.5% | +4.4% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling