+209.8%
MGY vs FIVN
+36.5%
+173.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +1.8% | -11.3% | +13.1% | +2.8% |
| 30D | +6.5% | -7.3% | +13.8% | +7.0% |
| 3M | +0.3% | +41.7% | -41.4% | -3.5% |
| 6M | -2.4% | +78.3% | -80.6% | -8.6% |
| YTD | +29.0% | +50.9% | -21.9% | +22.1% |
| 1Y | +17.0% | +19.7% | -2.6% | +13.2% |
| 3Y | +26.2% | -55.7% | +81.9% | +29.2% |
| 5Y | +92.3% | -82.6% | +174.9% | +101.0% |
| All | +209.8% | +36.5% | +173.3% | +164.7% |
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