-88.4%
MSTU vs FIVN
+6.9%
-95.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.4% | -6.4% | -6.4% |
| 7D | -22.0% | -11.3% | -10.7% | -12.8% |
| 30D | +60.3% | -7.3% | +67.6% | +74.0% |
| 3M | -3.7% | +41.7% | -45.4% | -33.3% |
| 6M | -45.2% | +78.3% | -123.4% | -72.4% |
| YTD | -64.3% | +50.9% | -115.2% | -78.8% |
| 1Y | -94.0% | +19.7% | -113.7% | -95.1% |
| All | -88.4% | +6.9% | -95.3% | -85.4% |
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