+156.5%
MTZ vs FIVN
-52.8%
+209.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.5% |
| 7D | -1.6% | -2.3% | +0.7% | -1.2% |
| 30D | -11.1% | +12.4% | -23.5% | -13.3% |
| 3M | -36.7% | +36.0% | -72.7% | -40.7% |
| 6M | -21.9% | +86.0% | -107.9% | -33.1% |
| YTD | +9.1% | +65.9% | -56.8% | -4.8% |
| 1Y | +30.0% | +26.5% | +3.5% | +22.0% |
| All | +156.5% | -52.8% | +209.2% | +190.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling