+2,396.1%
MUU vs FIVN
+9.4%
+2,386.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.5% |
| 7D | -8.2% | -7.8% | -0.4% | -6.1% |
| 30D | +10.2% | -1.7% | +11.9% | +10.0% |
| 3M | -26.5% | +47.2% | -73.7% | -39.9% |
| 6M | +227.2% | +82.7% | +144.5% | +129.5% |
| YTD | +527.4% | +52.9% | +474.5% | +372.2% |
| 1Y | +1,843.7% | +17.5% | +1,826.2% | +1,740.2% |
| All | +2,396.1% | +9.4% | +2,386.7% | +2,457.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling