+6,169.9%
MU vs FIVN
+105.2%
+6,064.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.8% | +5.5% | +3.4% |
| 7D | +7.5% | -9.6% | +17.1% | +9.9% |
| 30D | +19.4% | -11.9% | +31.3% | +22.3% |
| 3M | +9.8% | +40.1% | -30.2% | -1.5% |
| 6M | +164.1% | +68.3% | +95.8% | +121.2% |
| YTD | +260.3% | +51.5% | +208.8% | +205.8% |
| 1Y | +661.2% | +15.1% | +646.1% | +593.8% |
| 3Y | +1,380.8% | -55.6% | +1,436.4% | +1,544.9% |
| 5Y | +1,346.4% | -82.4% | +1,428.8% | +1,854.2% |
| 10Y | +6,169.9% | +114.5% | +6,055.5% | +3,777.0% |
| All | +6,169.9% | +105.2% | +6,064.7% | +3,777.0% |
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