+301.5%
FWONK vs FIVN
+338.0%
-36.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | +0.1% | -7.8% | +7.9% | +1.2% |
| 30D | -7.7% | -1.7% | -6.0% | -7.7% |
| 3M | +5.7% | +47.2% | -41.5% | -0.6% |
| 6M | +13.5% | +82.7% | -69.3% | +2.3% |
| YTD | -3.0% | +52.9% | -55.9% | -10.9% |
| 1Y | -6.4% | +17.5% | -23.9% | -11.0% |
| 3Y | +43.8% | -55.8% | +99.7% | +52.9% |
| 5Y | +98.6% | -82.3% | +180.9% | +131.4% |
| 10Y | +340.0% | +116.5% | +223.5% | +271.8% |
| All | +301.5% | +338.0% | -36.5% | +219.8% |
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