+113.8%
MSTR vs FIVN
-81.8%
+195.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.1% | +1.7% | -1.5% |
| 7D | +9.3% | -8.2% | +17.5% | +13.9% |
| 30D | +36.5% | -8.1% | +44.6% | +42.0% |
| 3M | +7.3% | +34.9% | -27.6% | -8.8% |
| 6M | +2.2% | +72.6% | -70.4% | -25.8% |
| YTD | -10.2% | +55.8% | -65.9% | -32.3% |
| 1Y | -58.6% | +17.1% | -75.8% | -64.1% |
| 3Y | +283.2% | -54.3% | +337.5% | +390.4% |
| 5Y | +113.8% | -81.6% | +195.3% | +307.1% |
| All | +113.8% | -81.8% | +195.6% | +307.1% |
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