-20.7%
MDLN vs FIVN
+44.1%
-64.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.3% |
| 7D | -11.1% | -7.8% | -3.3% | -10.1% |
| 30D | -8.4% | -1.7% | -6.6% | -8.2% |
| 3M | -12.4% | +47.2% | -59.6% | -16.7% |
| 6M | -23.3% | +82.7% | -106.0% | -28.2% |
| YTD | -22.5% | +52.9% | -75.5% | -29.3% |
| All | -20.7% | +44.1% | -64.8% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling