+264.6%
MP vs FIVN
-72.8%
+337.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.3% |
| 7D | -3.6% | -22.4% | +18.8% | +1.8% |
| 30D | -21.0% | -23.8% | +2.8% | -16.3% |
| 3M | -33.3% | -19.5% | -13.8% | -30.8% |
| 6M | -45.9% | +25.6% | -71.5% | -50.5% |
| YTD | -27.8% | +38.4% | -66.2% | -37.8% |
| 1Y | -43.2% | +33.7% | -76.9% | -50.7% |
| 3Y | +144.0% | -56.2% | +200.2% | +183.4% |
| 5Y | -6.1% | -82.9% | +76.8% | +32.3% |
| All | +264.6% | -72.8% | +337.4% | +459.5% |
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