-1.6%
MDLN vs FIVN
+70.9%
-72.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +1.6% | +16.7% | +18.1% |
| 7D | +24.7% | -3.4% | +28.1% | +25.2% |
| 30D | +12.7% | +5.8% | +6.9% | +11.7% |
| 3M | -4.0% | +22.0% | -26.0% | -7.2% |
| 6M | -8.7% | +55.7% | -64.4% | -14.6% |
| YTD | -3.9% | +81.3% | -85.2% | -14.5% |
| All | -1.6% | +70.9% | -72.4% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling