-99.1%
MSTZ vs FIVN
-3.5%
-95.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.0% | +2.2% |
| 7D | +30.8% | -2.8% | +33.6% | +27.8% |
| 30D | +41.2% | -17.4% | +58.6% | +25.0% |
| 3M | -60.9% | -19.2% | -41.7% | -64.2% |
| 6M | -15.7% | +29.4% | -45.0% | +26.4% |
| YTD | -75.2% | +36.3% | -111.5% | -54.5% |
| 1Y | -59.8% | +33.5% | -93.3% | -27.1% |
| All | -99.1% | -3.5% | -95.7% | -98.6% |
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