+688.8%
MNST vs FIVN
+318.5%
+370.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | -6.5% | -2.3% | -4.2% | -6.3% |
| 30D | -7.2% | +12.4% | -19.6% | -8.5% |
| 3M | -1.0% | +36.0% | -37.0% | -4.5% |
| 6M | +11.5% | +86.0% | -74.5% | +3.4% |
| YTD | +14.3% | +65.9% | -51.6% | +6.8% |
| 1Y | +38.1% | +26.5% | +11.6% | +32.4% |
| 3Y | +55.0% | -54.2% | +109.2% | +62.5% |
| 5Y | +79.6% | -80.5% | +160.1% | +101.1% |
| 10Y | +241.8% | +109.6% | +132.1% | +191.9% |
| All | +688.8% | +318.5% | +370.3% | +494.2% |
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