+170.1%
MTB vs FIVN
+118.5%
+51.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.2% |
| 7D | 0.0% | -7.8% | +7.8% | +0.6% |
| 30D | -4.8% | -1.7% | -3.1% | -4.8% |
| 3M | +6.0% | +47.2% | -41.2% | +2.2% |
| 6M | +19.6% | +82.7% | -63.1% | +12.5% |
| YTD | +21.5% | +52.9% | -31.4% | +15.7% |
| 1Y | +24.7% | +17.5% | +7.2% | +21.2% |
| 3Y | +108.6% | -55.8% | +164.4% | +112.7% |
| 5Y | +106.7% | -82.3% | +189.1% | +109.8% |
| All | +170.1% | +118.5% | +51.6% | +129.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling