+321.2%
MOD vs FIVN
-53.5%
+374.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.7% |
| 7D | +9.6% | -2.3% | +11.9% | +10.0% |
| 30D | 0.0% | +12.4% | -12.4% | -2.5% |
| 3M | -35.4% | +36.0% | -71.4% | -39.6% |
| 6M | -7.3% | +86.0% | -93.2% | -21.0% |
| YTD | +45.8% | +65.9% | -20.1% | +26.5% |
| 1Y | +43.1% | +26.5% | +16.6% | +34.6% |
| All | +321.2% | -53.5% | +374.7% | +356.6% |
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