+303.5%
MXL vs FIVN
+27.5%
+276.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +8.0% | +6.1% |
| 7D | +1.6% | -2.3% | +3.9% | +2.1% |
| 30D | -7.0% | +12.4% | -19.4% | -10.6% |
| 3M | -33.4% | +36.0% | -69.4% | -39.7% |
| 6M | +260.2% | +86.0% | +174.2% | +161.3% |
| YTD | +260.0% | +65.9% | +194.0% | +173.3% |
| 1Y | +303.5% | +26.5% | +277.0% | +253.3% |
| All | +303.5% | +27.5% | +276.0% | +253.3% |
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 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