+1,408.9%
MSFT vs FIVN
+318.5%
+1,090.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.6% |
| 7D | -2.7% | -2.3% | -0.4% | -2.2% |
| 30D | +2.7% | +12.4% | -9.7% | -0.2% |
| 3M | +17.0% | +36.0% | -19.1% | +9.0% |
| 6M | +23.8% | +86.0% | -62.1% | +7.3% |
| YTD | +4.0% | +65.9% | -62.0% | -8.4% |
| 1Y | -0.8% | +26.5% | -27.3% | -8.5% |
| 3Y | +55.6% | -54.2% | +109.8% | +67.6% |
| 5Y | +72.9% | -80.5% | +153.4% | +110.2% |
| 10Y | +875.8% | +109.6% | +766.2% | +715.3% |
| All | +1,408.9% | +318.5% | +1,090.4% | +1,062.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling