+78.2%
MNST vs FIVN
-81.8%
+160.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -1.1% |
| 7D | -4.1% | -8.2% | +4.1% | -3.6% |
| 30D | -4.5% | -8.1% | +3.6% | -4.0% |
| 3M | -2.5% | +34.9% | -37.4% | -5.0% |
| 6M | +14.1% | +72.6% | -58.5% | +8.4% |
| YTD | +12.6% | +55.8% | -43.2% | +7.5% |
| 1Y | +36.9% | +17.1% | +19.8% | +34.1% |
| 3Y | +53.1% | -54.3% | +107.4% | +62.6% |
| 5Y | +78.2% | -81.6% | +159.8% | +103.1% |
| All | +78.2% | -81.8% | +160.1% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling