+1,773.8%
HWM vs FIVN
+131.8%
+1,642.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +2.0% | -0.3% |
| 7D | -2.1% | -2.3% | +0.2% | -2.0% |
| 30D | -11.0% | +12.4% | -23.4% | -12.0% |
| 3M | +4.0% | +36.0% | -32.0% | +1.0% |
| 6M | -0.2% | +86.0% | -86.2% | -6.6% |
| YTD | +26.7% | +65.9% | -39.3% | +19.3% |
| 1Y | +44.7% | +26.5% | +18.2% | +39.8% |
| 3Y | +426.1% | -54.2% | +480.3% | +444.1% |
| 5Y | +738.5% | -80.5% | +819.0% | +799.0% |
| All | +1,773.8% | +131.8% | +1,642.0% | +1,368.7% |
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