+453.7%
MP vs FIVN
-69.4%
+523.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.1% | +7.7% | +3.0% |
| 7D | +3.0% | -8.2% | +11.3% | +5.1% |
| 30D | +8.3% | -8.1% | +16.5% | +10.2% |
| 3M | -3.8% | +34.9% | -38.7% | -12.2% |
| 6M | -4.9% | +72.6% | -77.5% | -20.4% |
| YTD | +9.6% | +55.8% | -46.2% | -7.1% |
| 1Y | -11.7% | +17.1% | -28.9% | -19.3% |
| 3Y | +158.5% | -54.3% | +212.8% | +201.7% |
| 5Y | +68.9% | -81.6% | +150.5% | +135.7% |
| All | +453.7% | -69.4% | +523.1% | +736.1% |
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