-17.0%
MDLN vs FIVN
+42.7%
-59.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.5% |
| 7D | -6.2% | -9.6% | +3.4% | -4.9% |
| 30D | +0.7% | -11.9% | +12.6% | +2.2% |
| 3M | -5.4% | +40.1% | -45.5% | -9.8% |
| 6M | -21.6% | +68.3% | -89.9% | -26.0% |
| YTD | -18.9% | +51.5% | -70.4% | -25.9% |
| All | -17.0% | +42.7% | -59.7% | -24.6% |
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