+655.5%
HWM vs FIVN
-81.8%
+737.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -6.1% | -4.6% | -10.1% |
| 7D | -9.2% | -8.2% | -0.9% | -8.4% |
| 30D | -17.9% | -8.1% | -9.7% | -17.3% |
| 3M | -6.0% | +34.9% | -40.9% | -9.3% |
| 6M | -7.4% | +72.6% | -80.0% | -14.0% |
| YTD | +13.1% | +55.8% | -42.7% | +5.9% |
| 1Y | +29.3% | +17.1% | +12.2% | +25.6% |
| 3Y | +389.9% | -54.3% | +444.2% | +417.9% |
| 5Y | +655.5% | -81.6% | +737.1% | +765.9% |
| All | +655.5% | -81.8% | +737.4% | +765.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling