+753.2%
MTZ vs FIVN
+105.2%
+648.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.5% | -1.8% |
| 7D | +2.3% | -9.6% | +11.9% | +3.8% |
| 30D | -10.3% | -11.9% | +1.6% | -8.8% |
| 3M | -31.8% | +40.1% | -71.9% | -36.3% |
| 6M | -19.2% | +68.3% | -87.5% | -27.9% |
| YTD | +10.7% | +51.5% | -40.7% | -0.2% |
| 1Y | +37.5% | +15.1% | +22.4% | +29.8% |
| 3Y | +162.4% | -55.6% | +217.9% | +181.8% |
| 5Y | +166.3% | -82.4% | +248.8% | +214.6% |
| 10Y | +753.2% | +114.5% | +638.7% | +503.6% |
| All | +753.2% | +105.2% | +648.0% | +503.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling