+54.7%
MNST vs FIVN
-52.8%
+107.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.5% |
| 7D | -6.5% | -2.3% | -4.2% | -6.4% |
| 30D | -7.2% | +12.4% | -19.6% | -7.4% |
| 3M | -1.0% | +36.0% | -37.0% | -1.9% |
| 6M | +11.5% | +86.0% | -74.5% | +9.2% |
| YTD | +14.3% | +65.9% | -51.6% | +12.4% |
| 1Y | +38.1% | +26.5% | +11.6% | +38.0% |
| All | +54.7% | -52.8% | +107.5% | +61.6% |
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