+427.0%
MCK vs FIVN
+118.5%
+308.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | 0.0% |
| 7D | -2.9% | -7.8% | +4.9% | -2.6% |
| 30D | +0.4% | -1.7% | +2.2% | +0.4% |
| 3M | +12.1% | +47.2% | -35.1% | +10.2% |
| 6M | -5.4% | +82.7% | -88.2% | -8.1% |
| YTD | +7.8% | +52.9% | -45.1% | +5.4% |
| 1Y | +22.9% | +17.5% | +5.5% | +21.6% |
| 3Y | +110.7% | -55.8% | +166.5% | +116.7% |
| 5Y | +346.2% | -82.3% | +428.5% | +388.7% |
| All | +427.0% | +118.5% | +308.5% | +326.0% |
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