-99.3%
MSTZ vs FIVN
-0.6%
-98.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.4% | -14.7% |
| 7D | -1.2% | -22.6% | +21.4% | -20.2% |
| 30D | +22.2% | -16.8% | +38.9% | +9.4% |
| 3M | -70.4% | -0.9% | -69.5% | -67.1% |
| 6M | -31.0% | +28.4% | -59.4% | +1.8% |
| YTD | -81.0% | +40.2% | -121.3% | -64.4% |
| 1Y | -61.2% | +30.5% | -91.7% | -33.1% |
| All | -99.3% | -0.6% | -98.7% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling