+512.3%
GWW vs FIVN
+282.0%
+230.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.6% |
| 7D | -0.5% | -9.6% | +9.1% | +0.4% |
| 30D | -1.4% | -11.9% | +10.5% | -0.5% |
| 3M | -3.6% | +40.1% | -43.7% | -6.9% |
| 6M | +15.1% | +68.3% | -53.2% | +8.4% |
| YTD | +27.5% | +51.5% | -24.0% | +20.7% |
| 1Y | +29.6% | +15.1% | +14.5% | +25.8% |
| 3Y | +90.1% | -55.6% | +145.6% | +97.6% |
| 5Y | +222.6% | -82.4% | +305.0% | +255.4% |
| 10Y | +566.5% | +114.5% | +452.0% | +480.5% |
| All | +512.3% | +282.0% | +230.3% | +404.6% |
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 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