-15.1%
MP vs FIVN
-81.1%
+66.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -17.6% | +22.6% | +9.3% |
| 7D | -10.5% | -22.6% | +12.1% | -5.3% |
| 30D | -23.5% | -16.8% | -6.8% | -20.7% |
| 3M | -25.4% | -0.9% | -24.6% | -26.7% |
| 6M | -51.3% | +28.4% | -79.7% | -55.8% |
| YTD | -29.9% | +40.2% | -70.2% | -40.2% |
| 1Y | -31.8% | +30.5% | -62.4% | -40.9% |
| 3Y | +127.0% | -56.2% | +183.2% | +170.7% |
| All | -15.1% | -81.1% | +66.1% | +27.0% |
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