+292.2%
WAB vs FIVN
+118.5%
+173.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +0.1% | -7.8% | +8.0% | +0.9% |
| 30D | -4.1% | -1.7% | -2.3% | -4.0% |
| 3M | +8.2% | +47.2% | -39.0% | +3.4% |
| 6M | +15.4% | +82.7% | -67.3% | +6.4% |
| YTD | +33.1% | +52.9% | -19.8% | +24.8% |
| 1Y | +48.1% | +17.5% | +30.6% | +42.8% |
| 3Y | +167.7% | -55.8% | +223.5% | +179.1% |
| 5Y | +225.7% | -82.3% | +308.0% | +256.0% |
| All | +292.2% | +118.5% | +173.7% | +212.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling