-10.9%
MP vs FIVN
-82.9%
+72.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +4.3% |
| 7D | +9.5% | -2.8% | +12.3% | +10.3% |
| 30D | -3.0% | -17.4% | +14.4% | +0.8% |
| 3M | -30.4% | -19.2% | -11.2% | -27.7% |
| 6M | -39.2% | +29.4% | -68.5% | -45.1% |
| YTD | -23.3% | +36.3% | -59.5% | -34.2% |
| 1Y | -32.6% | +33.5% | -66.1% | -42.0% |
| 3Y | +159.3% | -56.8% | +216.1% | +210.7% |
| All | -10.9% | -82.9% | +72.1% | +46.6% |
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