+304.5%
MSTR vs FIVN
-52.8%
+357.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.4% |
| 7D | +12.2% | -2.3% | +14.5% | +13.4% |
| 30D | +45.2% | +12.4% | +32.8% | +37.8% |
| 3M | +10.4% | +36.0% | -25.6% | -3.8% |
| 6M | -2.5% | +86.0% | -88.5% | -27.6% |
| YTD | -6.0% | +65.9% | -72.0% | -27.5% |
| 1Y | -56.4% | +26.5% | -82.9% | -62.1% |
| All | +304.5% | -52.8% | +357.2% | +365.8% |
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