+106.0%
MTB vs FIVN
-82.6%
+188.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -0.4% | -11.3% | +10.9% | +1.1% |
| 30D | -4.6% | -7.3% | +2.7% | -3.8% |
| 3M | +7.4% | +41.7% | -34.3% | +1.4% |
| 6M | +18.7% | +78.3% | -59.6% | +6.6% |
| YTD | +21.1% | +50.9% | -29.8% | +11.2% |
| 1Y | +24.1% | +19.7% | +4.4% | +17.9% |
| 3Y | +115.3% | -55.7% | +171.1% | +129.5% |
| 5Y | +106.0% | -82.6% | +188.6% | +132.5% |
| All | +106.0% | -82.6% | +188.6% | +132.5% |
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