-1.1%
MSI vs FIVN
+27.5%
-28.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.9% |
| 7D | -3.7% | -2.3% | -1.4% | -3.7% |
| 30D | +6.8% | +12.4% | -5.6% | +6.8% |
| 3M | +14.3% | +36.0% | -21.7% | +13.6% |
| 6M | -1.6% | +86.0% | -87.5% | -2.1% |
| YTD | +22.8% | +65.9% | -43.1% | +21.4% |
| 1Y | -1.1% | +26.5% | -27.6% | -3.3% |
| All | -1.1% | +27.5% | -28.6% | -3.3% |
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 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