+1,481.9%
MSFT vs FIVN
+243.6%
+1,238.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.8% |
| 7D | -1.3% | -2.8% | +1.6% | -0.7% |
| 30D | -1.8% | -17.4% | +15.6% | +1.3% |
| 3M | +5.6% | -19.2% | +24.8% | +8.9% |
| 6M | +29.8% | +29.4% | +0.5% | +20.8% |
| YTD | +9.0% | +36.3% | -27.2% | -1.3% |
| 1Y | +4.9% | +33.5% | -28.5% | -4.8% |
| 3Y | +46.2% | -56.8% | +103.1% | +57.9% |
| 5Y | +62.1% | -83.0% | +145.1% | +101.3% |
| 10Y | +899.6% | +87.3% | +812.4% | +754.5% |
| All | +1,481.9% | +243.6% | +1,238.2% | +1,153.0% |
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 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