+839.8%
MOD vs FIVN
+104.7%
+735.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.3% |
| 7D | +8.2% | -22.8% | +31.0% | +11.4% |
| 30D | -38.2% | -21.3% | -16.9% | -36.5% |
| 3M | -46.2% | -14.0% | -32.2% | -45.6% |
| 6M | -62.5% | +31.1% | -93.7% | -64.6% |
| YTD | -20.1% | +40.0% | -60.1% | -26.4% |
| 1Y | -29.7% | +38.1% | -67.8% | -35.2% |
| 3Y | +136.2% | -55.7% | +191.9% | +146.7% |
| 5Y | +820.4% | -82.5% | +902.9% | +906.1% |
| 10Y | +839.8% | +92.4% | +747.4% | +865.1% |
| All | +839.8% | +104.7% | +735.1% | +865.1% |
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 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