+2,423.9%
MUU vs FIVN
+8.0%
+2,415.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.4% | -8.9% | -9.2% |
| 7D | +3.6% | -11.3% | +14.8% | +7.1% |
| 30D | +22.3% | -7.3% | +29.6% | +24.2% |
| 3M | -8.2% | +41.7% | -49.9% | -23.8% |
| 6M | +256.3% | +78.3% | +178.1% | +152.7% |
| YTD | +534.4% | +50.9% | +483.5% | +379.4% |
| 1Y | +2,163.5% | +19.7% | +2,143.8% | +1,993.4% |
| All | +2,423.9% | +8.0% | +2,415.9% | +2,496.3% |
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