+229.2%
MXL vs FIVN
-55.2%
+284.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.4% | +6.2% | +7.0% |
| 7D | +18.9% | -7.8% | +26.7% | +22.2% |
| 30D | +0.3% | -1.7% | +2.1% | 0.0% |
| 3M | -8.0% | +47.2% | -55.2% | -26.7% |
| 6M | +341.2% | +82.7% | +258.5% | +205.0% |
| YTD | +327.8% | +52.9% | +274.9% | +214.1% |
| 1Y | +364.9% | +17.5% | +347.4% | +289.8% |
| 3Y | +229.2% | -55.8% | +285.0% | +261.9% |
| All | +229.2% | -55.2% | +284.5% | +261.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling