+578.8%
MS vs FIVN
+109.8%
+469.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.7% | +0.5% | +2.7% |
| 7D | +0.7% | -19.3% | +20.0% | +3.7% |
| 30D | -0.9% | -20.7% | +19.7% | +2.0% |
| 3M | -13.0% | -15.1% | +2.1% | -11.7% |
| 6M | -2.0% | +30.6% | -32.6% | -7.7% |
| YTD | +7.8% | +44.0% | -36.2% | -1.6% |
| 1Y | +17.9% | +45.5% | -27.7% | +7.2% |
| 3Y | +174.8% | -52.8% | +227.6% | +187.0% |
| 5Y | +119.9% | -82.6% | +202.5% | +151.8% |
| 10Y | +578.8% | +109.4% | +469.5% | +447.4% |
| All | +578.8% | +109.8% | +469.0% | +447.4% |
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