+911.7%
MU vs FIVN
-83.3%
+995.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.4% |
| 7D | -15.2% | -22.4% | +7.2% | -11.3% |
| 30D | -29.5% | -23.8% | -5.8% | -26.0% |
| 3M | -15.8% | -19.5% | +3.7% | -13.0% |
| 6M | -2.9% | +25.6% | -28.4% | -10.2% |
| YTD | +154.2% | +38.4% | +115.8% | +123.6% |
| 1Y | +186.6% | +33.7% | +152.9% | +154.1% |
| 3Y | +871.5% | -56.2% | +927.6% | +969.4% |
| 5Y | +911.7% | -82.9% | +994.6% | +1,166.3% |
| All | +911.7% | -83.3% | +995.0% | +1,166.3% |
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 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