+1,319.3%
MU vs FIVN
-81.8%
+1,401.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.1% | +4.5% | -0.5% |
| 7D | +7.2% | -8.2% | +15.4% | +8.8% |
| 30D | +14.0% | -8.1% | +22.1% | +15.4% |
| 3M | +5.4% | +34.9% | -29.5% | -2.8% |
| 6M | +170.3% | +72.6% | +97.6% | +131.7% |
| YTD | +250.7% | +55.8% | +194.9% | +204.4% |
| 1Y | +662.1% | +17.1% | +645.0% | +609.4% |
| 3Y | +1,341.2% | -54.3% | +1,395.5% | +1,478.9% |
| 5Y | +1,319.3% | -81.6% | +1,400.9% | +1,656.1% |
| All | +1,319.3% | -81.8% | +1,401.2% | +1,656.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling