+50.1%
MSTR vs FIVN
-82.4%
+132.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -17.6% | +17.3% | +8.1% |
| 7D | -1.2% | -22.6% | +21.4% | +10.5% |
| 30D | -15.9% | -16.8% | +0.8% | -9.1% |
| 3M | +33.1% | -0.9% | +34.0% | +29.9% |
| 6M | -31.0% | +28.4% | -59.4% | -42.0% |
| YTD | -15.1% | +40.2% | -55.4% | -34.8% |
| 1Y | -45.6% | +30.5% | -76.2% | -56.9% |
| 3Y | +180.5% | -56.2% | +236.7% | +265.3% |
| All | +50.1% | -82.4% | +132.5% | +250.5% |
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