+48.7%
MDB vs FIVN
+88.3%
-39.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.0% |
| 7D | -17.4% | -2.3% | -15.1% | -16.5% |
| 30D | -2.0% | +12.4% | -14.4% | -7.0% |
| 3M | -3.0% | +36.0% | -39.0% | -15.6% |
| 6M | +48.7% | +86.0% | -37.3% | +18.4% |
| All | +48.7% | +88.3% | -39.6% | +18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling