-99.2%
MSTZ vs FIVN
-1.9%
-97.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -3.9% | +11.5% | +4.2% |
| 7D | +21.1% | -22.4% | +43.5% | -1.7% |
| 30D | +40.1% | -23.8% | +63.8% | +16.3% |
| 3M | -66.1% | -19.5% | -46.6% | -68.9% |
| 6M | -20.7% | +25.6% | -46.3% | +14.8% |
| YTD | -78.6% | +38.4% | -117.0% | -60.2% |
| 1Y | -55.5% | +33.7% | -89.2% | -19.5% |
| All | -99.2% | -1.9% | -97.3% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling