+26.9%
MSFU vs FIVN
-55.5%
+82.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -0.5% |
| 7D | -3.2% | -8.2% | +5.1% | -0.7% |
| 30D | -3.1% | -8.1% | +5.0% | -0.8% |
| 3M | +35.3% | +34.9% | +0.4% | +22.5% |
| 6M | +31.6% | +72.6% | -41.0% | +10.1% |
| YTD | -9.5% | +55.8% | -65.3% | -22.7% |
| 1Y | -18.4% | +17.1% | -35.6% | -25.9% |
| 3Y | +26.9% | -54.3% | +81.2% | +23.9% |
| All | +26.9% | -55.5% | +82.4% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling