+153.3%
MP vs FIVN
-53.5%
+206.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.8% |
| 7D | -2.9% | -2.3% | -0.6% | -2.5% |
| 30D | +13.8% | +12.4% | +1.4% | +11.1% |
| 3M | -16.7% | +36.0% | -52.7% | -21.6% |
| 6M | -11.5% | +86.0% | -97.5% | -23.0% |
| YTD | +7.9% | +65.9% | -58.0% | -4.7% |
| 1Y | -15.0% | +26.5% | -41.5% | -19.8% |
| All | +153.3% | -53.5% | +206.8% | +225.8% |
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