+212.4%
MET vs FIVN
+318.5%
-106.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | +1.2% | -2.3% | +3.4% | +1.4% |
| 30D | +1.4% | +12.4% | -11.0% | -0.2% |
| 3M | +17.7% | +36.0% | -18.3% | +13.2% |
| 6M | +35.0% | +86.0% | -51.0% | +24.5% |
| YTD | +26.3% | +65.9% | -39.7% | +17.5% |
| 1Y | +22.8% | +26.5% | -3.7% | +17.3% |
| 3Y | +65.9% | -54.2% | +120.2% | +70.2% |
| 5Y | +85.4% | -80.5% | +165.8% | +97.8% |
| 10Y | +253.7% | +109.6% | +144.1% | +186.9% |
| All | +212.4% | +318.5% | -106.1% | +133.3% |
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