+7.6%
MOS vs FIVN
+102.4%
-94.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -17.6% | +17.8% | +1.5% |
| 7D | +21.6% | -22.6% | +44.2% | +23.9% |
| 30D | +12.0% | -16.8% | +28.7% | +13.2% |
| 3M | -3.9% | -0.9% | -3.0% | -4.6% |
| 6M | -3.3% | +28.4% | -31.7% | -6.6% |
| YTD | -4.6% | +40.2% | -44.9% | -9.5% |
| 1Y | -7.0% | +30.5% | -37.5% | -11.2% |
| 3Y | -24.4% | -56.2% | +31.8% | -22.3% |
| 5Y | -32.1% | -81.0% | +48.9% | -28.1% |
| All | +7.6% | +102.4% | -94.8% | -1.5% |
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 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