+1.5%
MUB vs FIVN
-82.0%
+83.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.2% | -0.5% |
| 7D | -0.7% | -9.6% | +8.9% | -0.6% |
| 30D | -2.0% | -11.9% | +10.0% | -1.8% |
| 3M | -2.5% | +40.1% | -42.6% | -3.0% |
| 6M | -2.3% | +68.3% | -70.7% | -3.0% |
| YTD | -1.3% | +51.5% | -52.8% | -1.9% |
| 1Y | +1.1% | +15.1% | -14.0% | +0.8% |
| 3Y | +8.2% | -55.6% | +63.8% | +8.8% |
| 5Y | +1.5% | -82.4% | +83.9% | +2.0% |
| All | +1.5% | -82.0% | +83.5% | +2.0% |
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 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