+794.2%
MS vs FIVN
+103.9%
+690.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.5% | +0.2% |
| 7D | +2.5% | -8.2% | +10.7% | +3.7% |
| 30D | 0.0% | -8.1% | +8.1% | +1.0% |
| 3M | +2.4% | +34.9% | -32.5% | -3.1% |
| 6M | +36.4% | +72.6% | -36.2% | +22.5% |
| YTD | +23.8% | +55.8% | -31.9% | +12.6% |
| 1Y | +48.6% | +17.1% | +31.5% | +40.9% |
| 3Y | +179.1% | -54.3% | +233.5% | +194.6% |
| 5Y | +144.8% | -81.6% | +226.4% | +179.5% |
| 10Y | +794.2% | +109.2% | +685.0% | +611.8% |
| All | +794.2% | +103.9% | +690.3% | +611.8% |
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 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