+2,802.6%
MULL vs FIVN
+27.5%
+2,775.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.4% | +14.2% | +11.6% |
| 7D | +17.3% | -2.3% | +19.6% | +17.1% |
| 30D | +23.5% | +12.4% | +11.1% | +24.6% |
| 3M | -24.0% | +36.0% | -60.0% | -19.9% |
| 6M | +276.7% | +86.0% | +190.8% | +281.5% |
| YTD | +565.1% | +65.9% | +499.1% | +600.7% |
| 1Y | +2,802.6% | +26.5% | +2,776.1% | +3,619.1% |
| All | +2,802.6% | +27.5% | +2,775.1% | +3,619.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling