+4,609.2%
MU vs FIVN
+104.7%
+4,504.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.2% | +10.7% | +11.6% |
| 7D | +2.0% | -22.8% | +24.8% | +7.8% |
| 30D | -18.0% | -21.3% | +3.3% | -13.7% |
| 3M | -6.6% | -14.0% | +7.4% | -4.5% |
| 6M | +2.0% | +31.1% | -29.1% | -8.1% |
| YTD | +184.5% | +40.0% | +144.5% | +144.0% |
| 1Y | +236.9% | +38.1% | +198.8% | +189.6% |
| 3Y | +987.0% | -55.7% | +1,042.6% | +1,099.0% |
| 5Y | +1,014.6% | -82.5% | +1,097.1% | +1,397.3% |
| 10Y | +4,609.2% | +92.4% | +4,516.8% | +3,057.3% |
| All | +4,609.2% | +104.7% | +4,504.5% | +3,057.3% |
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