+100.0%
MSI vs FIVN
-82.0%
+182.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.4% |
| 7D | -4.0% | -9.6% | +5.6% | -3.1% |
| 30D | -0.5% | -11.9% | +11.5% | +0.6% |
| 3M | +11.4% | +40.1% | -28.7% | +7.2% |
| 6M | +1.0% | +68.3% | -67.4% | -5.4% |
| YTD | +20.7% | +51.5% | -30.8% | +13.8% |
| 1Y | -2.7% | +15.1% | -17.8% | -5.5% |
| 3Y | +68.2% | -55.6% | +123.8% | +78.0% |
| 5Y | +100.0% | -82.4% | +182.4% | +126.5% |
| All | +100.0% | -82.0% | +182.0% | +126.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling