+342.1%
HWM vs FIVN
-56.5%
+398.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.9% |
| 7D | +7.3% | -2.8% | +10.1% | +7.4% |
| 30D | +1.6% | -17.4% | +19.0% | +2.0% |
| 3M | -21.9% | -19.2% | -2.7% | -21.5% |
| 6M | -19.0% | +29.4% | -48.4% | -20.8% |
| YTD | +7.9% | +36.3% | -28.3% | +4.7% |
| 1Y | +9.9% | +33.5% | -23.5% | +6.7% |
| 3Y | +342.1% | -56.8% | +399.0% | +326.2% |
| All | +342.1% | -56.5% | +398.6% | +326.2% |
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