+1,371.2%
MU vs FIVN
-52.8%
+1,424.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +6.4% |
| 7D | +9.0% | -2.3% | +11.3% | +9.3% |
| 30D | +13.8% | +12.4% | +1.4% | +11.5% |
| 3M | +2.1% | +36.0% | -33.9% | -3.0% |
| 6M | +153.8% | +86.0% | +67.8% | +123.7% |
| YTD | +256.4% | +65.9% | +190.5% | +218.9% |
| 1Y | +719.8% | +26.5% | +693.3% | +683.4% |
| All | +1,371.2% | -52.8% | +1,424.0% | +1,358.0% |
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 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