+71.2%
MSFU vs FIVN
-65.7%
+136.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -6.9% | -11.3% | +4.3% | -3.5% |
| 30D | -5.1% | -7.3% | +2.2% | -3.0% |
| 3M | +44.6% | +41.7% | +3.0% | +28.8% |
| 6M | +32.8% | +78.3% | -45.4% | +9.5% |
| YTD | -10.1% | +50.9% | -60.9% | -22.7% |
| 1Y | -19.4% | +19.7% | -39.0% | -26.8% |
| 3Y | +26.2% | -55.7% | +81.9% | +38.4% |
| All | +71.2% | -65.7% | +136.9% | +114.0% |
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 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