+165.1%
WAB vs FIVN
-55.7%
+220.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -1.2% |
| 7D | +0.2% | -9.6% | +9.8% | +0.9% |
| 30D | -4.6% | -11.9% | +7.4% | -3.8% |
| 3M | +5.6% | +40.1% | -34.4% | +2.1% |
| 6M | +13.8% | +68.3% | -54.5% | +6.4% |
| YTD | +31.9% | +51.5% | -19.6% | +24.6% |
| 1Y | +48.3% | +15.1% | +33.1% | +46.5% |
| All | +165.1% | -55.7% | +220.8% | +177.3% |
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