+4,517.0%
MU vs FIVN
+318.5%
+4,198.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +6.6% |
| 7D | +9.0% | -2.3% | +11.3% | +9.5% |
| 30D | +13.8% | +12.4% | +1.4% | +9.9% |
| 3M | +2.1% | +36.0% | -33.9% | -7.1% |
| 6M | +153.8% | +86.0% | +67.8% | +110.0% |
| YTD | +256.4% | +65.9% | +190.5% | +199.2% |
| 1Y | +719.8% | +26.5% | +693.3% | +634.6% |
| 3Y | +1,360.4% | -54.2% | +1,414.6% | +1,498.6% |
| 5Y | +1,312.4% | -80.5% | +1,392.9% | +1,701.0% |
| 10Y | +6,142.6% | +109.6% | +6,032.9% | +4,206.6% |
| All | +4,517.0% | +318.5% | +4,198.5% | +2,697.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling