+43.1%
MOD vs FIVN
+27.5%
+15.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.2% |
| 7D | +9.6% | -2.3% | +11.9% | +9.5% |
| 30D | 0.0% | +12.4% | -12.4% | +0.4% |
| 3M | -35.4% | +36.0% | -71.4% | -33.9% |
| 6M | -7.3% | +86.0% | -93.2% | -6.7% |
| YTD | +45.8% | +65.9% | -20.1% | +47.0% |
| 1Y | +43.1% | +26.5% | +16.6% | +43.1% |
| All | +43.1% | +27.5% | +15.7% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling