+959.5%
MDB vs FIVN
+14.3%
+945.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | +11.6% | -17.4% | +29.0% | +22.9% |
| 30D | -8.9% | -20.4% | +11.5% | +2.8% |
| 3M | -22.4% | -9.6% | -12.7% | -19.1% |
| 6M | +10.1% | +34.7% | -24.6% | -12.4% |
| YTD | -19.0% | +40.6% | -59.6% | -40.8% |
| 1Y | -7.0% | +34.3% | -41.3% | -30.6% |
| 3Y | -9.8% | -55.5% | +45.6% | +21.6% |
| 5Y | -40.1% | -82.5% | +42.4% | +51.0% |
| All | +959.5% | +14.3% | +945.2% | +868.7% |
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