-10.8%
MDLN vs FIVN
+56.4%
-67.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.3% |
| 7D | +3.7% | -2.3% | +6.0% | +4.0% |
| 30D | -0.2% | +12.4% | -12.6% | -2.2% |
| 3M | +6.2% | +36.0% | -29.8% | +1.1% |
| 6M | -14.7% | +86.0% | -100.6% | -20.5% |
| YTD | -12.9% | +65.9% | -78.8% | -21.3% |
| All | -10.8% | +56.4% | -67.1% | -19.9% |
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