+30.2%
HWM vs FIVN
+13.9%
+16.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.2% | +0.3% |
| 7D | -8.0% | -9.6% | +1.5% | -8.5% |
| 30D | -18.0% | -11.9% | -6.1% | -18.5% |
| 3M | -9.5% | +40.1% | -49.6% | -7.0% |
| 6M | -8.4% | +68.3% | -76.7% | -4.8% |
| YTD | +13.6% | +51.5% | -37.8% | +18.4% |
| 1Y | +30.2% | +15.1% | +15.1% | +37.0% |
| All | +30.2% | +13.9% | +16.4% | +37.0% |
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 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