+218.6%
MDY vs FIVN
+282.0%
-63.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.7% |
| 7D | -0.8% | -9.6% | +8.8% | +0.6% |
| 30D | -3.9% | -11.9% | +8.1% | -2.4% |
| 3M | 0.0% | +40.1% | -40.1% | -5.5% |
| 6M | +8.5% | +68.3% | -59.8% | -1.3% |
| YTD | +13.2% | +51.5% | -38.3% | +3.9% |
| 1Y | +15.0% | +15.1% | -0.1% | +9.6% |
| 3Y | +49.6% | -55.6% | +105.1% | +58.3% |
| 5Y | +46.0% | -82.4% | +128.4% | +67.5% |
| 10Y | +176.4% | +114.5% | +61.9% | +134.7% |
| All | +218.6% | +282.0% | -63.4% | +153.8% |
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