+478.4%
MOH vs FIVN
+285.7%
+192.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.8% |
| 7D | +1.7% | -7.8% | +9.6% | +2.6% |
| 30D | -0.9% | -1.7% | +0.8% | -0.8% |
| 3M | +5.7% | +47.2% | -41.5% | +0.8% |
| 6M | +39.1% | +82.7% | -43.6% | +28.2% |
| YTD | +17.7% | +52.9% | -35.2% | +10.0% |
| 1Y | +8.4% | +17.5% | -9.1% | +4.3% |
| 3Y | -36.6% | -55.8% | +19.3% | -33.0% |
| 5Y | -19.1% | -82.3% | +63.2% | -6.6% |
| 10Y | +262.8% | +116.5% | +146.3% | +177.5% |
| All | +478.4% | +285.7% | +192.7% | +299.5% |
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