+297.0%
MXL vs FIVN
+55.4%
+241.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.6% | -12.8% | -11.4% |
| 7D | -24.3% | -3.4% | -20.9% | -23.9% |
| 30D | -46.1% | +5.8% | -51.9% | -46.6% |
| 3M | -21.8% | +22.0% | -43.8% | -25.5% |
| 6M | -27.2% | +55.7% | -83.0% | -35.9% |
| YTD | +226.2% | +81.3% | +144.9% | +149.0% |
| 1Y | +297.0% | +58.0% | +239.0% | +229.6% |
| All | +297.0% | +55.4% | +241.6% | +229.6% |
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 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