+2,538.2%
MUU vs FIVN
+11.5%
+2,526.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.1% | +3.1% | -1.2% |
| 7D | +13.9% | -8.2% | +22.2% | +16.7% |
| 30D | +24.8% | -8.1% | +32.9% | +27.0% |
| 3M | -15.7% | +34.9% | -50.6% | -27.7% |
| 6M | +338.9% | +72.6% | +266.2% | +220.2% |
| YTD | +563.2% | +55.8% | +507.4% | +396.7% |
| 1Y | +2,577.5% | +17.1% | +2,560.4% | +2,469.2% |
| All | +2,538.2% | +11.5% | +2,526.8% | +2,590.3% |
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 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