+9.0%
MSFT vs FIVN
+55.4%
-46.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +6.4% |
| 7D | +4.7% | -3.4% | +8.1% | +5.3% |
| 30D | +5.8% | +5.8% | +0.1% | +4.6% |
| 3M | +13.0% | +22.0% | -9.0% | +7.8% |
| 6M | +34.9% | +55.7% | -20.8% | +21.5% |
| YTD | +15.7% | +81.3% | -65.6% | -1.4% |
| 1Y | +9.0% | +58.0% | -49.0% | -6.5% |
| All | +9.0% | +55.4% | -46.5% | -6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling