+150.5%
MP vs FIVN
-55.1%
+205.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.5% | +1.9% |
| 7D | +11.0% | -17.4% | +28.4% | +14.1% |
| 30D | -11.7% | -20.4% | +8.7% | -8.8% |
| 3M | -30.8% | -9.6% | -21.1% | -30.3% |
| 6M | -42.9% | +34.7% | -77.6% | -46.6% |
| YTD | -25.9% | +40.6% | -66.5% | -32.8% |
| 1Y | -37.3% | +34.3% | -71.6% | -42.6% |
| All | +150.5% | -55.1% | +205.6% | +215.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling