-23.4%
MSTZ vs FIVN
+16.7%
-40.1%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -6.1% | +14.3% | +4.1% |
| 7D | -25.4% | -8.2% | -17.1% | -28.9% |
| 30D | -60.9% | -8.1% | -52.8% | -61.8% |
| 3M | -54.2% | +34.9% | -89.1% | -40.3% |
| 6M | -65.0% | +72.6% | -137.6% | -42.5% |
| YTD | -76.5% | +55.8% | -132.3% | -58.4% |
| 1Y | -23.4% | +17.1% | -40.5% | +7.1% |
| All | -23.4% | +16.7% | -40.1% | +7.1% |
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 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