+248.4%
MNST vs FIVN
+105.2%
+143.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.5% |
| 7D | -3.6% | -9.6% | +6.0% | -2.7% |
| 30D | -6.3% | -11.9% | +5.6% | -5.3% |
| 3M | -5.0% | +40.1% | -45.0% | -8.6% |
| 6M | +13.1% | +68.3% | -55.2% | +5.7% |
| YTD | +11.8% | +51.5% | -39.7% | +5.1% |
| 1Y | +35.2% | +15.1% | +20.1% | +30.8% |
| 3Y | +52.0% | -55.6% | +107.6% | +60.7% |
| 5Y | +77.9% | -82.4% | +160.3% | +105.1% |
| 10Y | +248.4% | +114.5% | +133.9% | +198.4% |
| All | +248.4% | +105.2% | +143.2% | +198.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling