-61.2%
MSTZ vs FIVN
+23.8%
-84.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.4% | -10.3% |
| 7D | -1.2% | -22.6% | +21.4% | -15.0% |
| 30D | +22.2% | -16.8% | +38.9% | +13.2% |
| 3M | -70.4% | -0.9% | -69.5% | -68.0% |
| 6M | -31.0% | +28.4% | -59.4% | -10.6% |
| YTD | -81.0% | +40.2% | -121.3% | -66.0% |
| 1Y | -61.2% | +30.5% | -91.7% | -31.4% |
| All | -61.2% | +23.8% | -84.9% | -31.4% |
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 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