-92.7%
MSTU vs FIVN
+27.5%
-120.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.7% | -1.5% |
| 7D | +21.3% | -2.3% | +23.6% | +23.8% |
| 30D | +90.8% | +12.4% | +78.4% | +76.8% |
| 3M | -6.8% | +36.0% | -42.8% | -24.1% |
| 6M | -39.8% | +86.0% | -125.8% | -62.3% |
| YTD | -55.7% | +65.9% | -121.6% | -71.0% |
| 1Y | -92.7% | +26.5% | -119.2% | -93.6% |
| All | -92.7% | +27.5% | -120.1% | -93.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling