+88.4%
GWW vs FIVN
-55.8%
+144.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -3.1% | -11.3% | +8.1% | -2.5% |
| 30D | -2.3% | -7.3% | +5.0% | -2.0% |
| 3M | -3.3% | +41.7% | -45.0% | -5.5% |
| 6M | +15.4% | +78.3% | -62.9% | +10.1% |
| YTD | +26.7% | +50.9% | -24.1% | +22.5% |
| 1Y | +29.0% | +19.7% | +9.3% | +27.6% |
| All | +88.4% | -55.8% | +144.2% | +97.0% |
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