-93.8%
MSTU vs FIVN
+20.3%
-114.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +2.7% |
| 7D | -16.6% | -7.8% | -8.7% | -11.6% |
| 30D | +69.7% | -1.7% | +71.4% | +74.2% |
| 3M | -7.5% | +47.2% | -54.7% | -29.1% |
| 6M | -43.1% | +82.7% | -125.8% | -64.2% |
| YTD | -63.0% | +52.9% | -116.0% | -74.5% |
| 1Y | -93.8% | +17.5% | -111.3% | -93.8% |
| All | -93.8% | +20.3% | -114.1% | -93.8% |
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 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