-11.9%
MDB vs FIVN
-54.3%
+42.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.9% | +5.3% | +3.1% |
| 7D | -1.0% | -22.4% | +21.4% | +9.1% |
| 30D | -14.0% | -23.8% | +9.8% | -4.3% |
| 3M | -20.3% | -19.5% | -0.8% | -13.6% |
| 6M | +10.9% | +25.6% | -14.7% | -1.0% |
| YTD | -20.9% | +38.4% | -59.3% | -33.9% |
| 1Y | -11.2% | +33.7% | -44.9% | -25.0% |
| 3Y | -11.9% | -56.2% | +44.3% | +4.5% |
| All | -11.9% | -54.3% | +42.4% | +4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling