-61.6%
MSTZ vs FIVN
+88.3%
-149.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.1% | +1.3% |
| 7D | -29.7% | -2.3% | -27.4% | -30.1% |
| 30D | -65.3% | +12.4% | -77.7% | -62.1% |
| 3M | -57.3% | +36.0% | -93.3% | -47.5% |
| 6M | -61.6% | +86.0% | -147.6% | -38.4% |
| All | -61.6% | +88.3% | -149.9% | -38.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling