+197.3%
MKSI vs FIVN
-55.2%
+252.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.8% |
| 7D | +2.7% | -7.8% | +10.5% | +4.4% |
| 30D | -12.8% | -1.7% | -11.1% | -12.9% |
| 3M | -22.5% | +47.2% | -69.7% | -31.1% |
| 6M | +19.4% | +82.7% | -63.3% | -4.4% |
| YTD | +67.7% | +52.9% | +14.8% | +40.9% |
| 1Y | +131.4% | +17.5% | +113.9% | +116.2% |
| 3Y | +197.3% | -55.8% | +253.1% | +242.4% |
| All | +197.3% | -55.2% | +252.6% | +242.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling