+719.8%
MU vs FIVN
+27.5%
+692.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +6.0% |
| 7D | +9.0% | -2.3% | +11.3% | +8.9% |
| 30D | +13.8% | +12.4% | +1.4% | +14.2% |
| 3M | +2.1% | +36.0% | -33.9% | +4.7% |
| 6M | +153.8% | +86.0% | +67.8% | +154.8% |
| YTD | +256.4% | +65.9% | +190.5% | +265.7% |
| 1Y | +719.8% | +26.5% | +693.3% | +824.2% |
| All | +719.8% | +27.5% | +692.3% | +824.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling