+85.1%
MET vs FIVN
-82.6%
+167.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -2.5% | -11.3% | +8.8% | -0.9% |
| 30D | 0.0% | -7.3% | +7.3% | +0.8% |
| 3M | +13.1% | +41.7% | -28.6% | +6.8% |
| 6M | +39.0% | +78.3% | -39.3% | +25.2% |
| YTD | +25.2% | +50.9% | -25.7% | +15.2% |
| 1Y | +25.6% | +19.7% | +6.0% | +19.2% |
| 3Y | +67.1% | -55.7% | +122.8% | +72.9% |
| 5Y | +85.1% | -82.6% | +167.7% | +99.4% |
| All | +85.1% | -82.6% | +167.7% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling