+663.4%
MSI vs FIVN
+86.2%
+577.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +0.5% |
| 7D | +3.2% | -2.8% | +6.1% | +3.5% |
| 30D | +17.6% | -17.4% | +35.0% | +19.5% |
| 3M | +14.5% | -19.2% | +33.7% | +16.3% |
| 6M | +34.3% | +29.4% | +4.9% | +28.2% |
| YTD | +39.7% | +36.3% | +3.5% | +30.9% |
| 1Y | +40.2% | +33.5% | +6.7% | +31.5% |
| 3Y | +77.1% | -56.8% | +134.0% | +86.1% |
| 5Y | +124.0% | -83.0% | +207.0% | +157.3% |
| All | +663.4% | +86.2% | +577.2% | +493.7% |
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