+1,049.8%
MDB vs FIVN
+34.9%
+1,014.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -2.6% |
| 7D | -17.4% | -2.3% | -15.1% | -16.1% |
| 30D | -2.0% | +12.4% | -14.4% | -9.6% |
| 3M | -3.0% | +36.0% | -39.0% | -21.7% |
| 6M | +48.7% | +86.0% | -37.3% | -4.7% |
| YTD | -12.1% | +65.9% | -78.1% | -40.5% |
| 1Y | +14.5% | +26.5% | -12.0% | -10.0% |
| 3Y | -6.1% | -54.2% | +48.1% | +28.3% |
| 5Y | -27.3% | -80.5% | +53.1% | +73.2% |
| All | +1,049.8% | +34.9% | +1,014.9% | +873.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling