-24.5%
MDB vs FIVN
-81.8%
+57.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.1% | +2.7% | +0.2% |
| 7D | -18.0% | -8.2% | -9.8% | -13.7% |
| 30D | -10.7% | -8.1% | -2.6% | -6.2% |
| 3M | +1.0% | +34.9% | -33.9% | -17.5% |
| 6M | +31.6% | +72.6% | -41.0% | -10.2% |
| YTD | -15.2% | +55.8% | -70.9% | -39.3% |
| 1Y | +10.1% | +17.1% | -7.0% | -7.7% |
| 3Y | -5.6% | -54.3% | +48.7% | +32.0% |
| 5Y | -24.5% | -81.6% | +57.0% | +91.0% |
| All | -24.5% | -81.8% | +57.3% | +91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling