-34.4%
MOS vs FIVN
-82.9%
+48.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.0% |
| 7D | -2.0% | -2.8% | +0.9% | -1.8% |
| 30D | +15.3% | -17.4% | +32.7% | +16.8% |
| 3M | +1.5% | -19.2% | +20.7% | +2.7% |
| 6M | -2.0% | +29.4% | -31.3% | -5.8% |
| YTD | -6.5% | +36.3% | -42.8% | -11.6% |
| 1Y | -11.1% | +33.5% | -44.5% | -15.7% |
| 3Y | -30.3% | -56.8% | +26.6% | -27.9% |
| All | -34.4% | -82.9% | +48.6% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling