+167.4%
WAB vs FIVN
-56.5%
+223.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.7% |
| 7D | +5.1% | -2.8% | +7.9% | +5.2% |
| 30D | +4.0% | -17.4% | +21.4% | +5.0% |
| 3M | +0.1% | -19.2% | +19.3% | +1.0% |
| 6M | +12.8% | +29.4% | -16.6% | +8.9% |
| YTD | +40.1% | +36.3% | +3.8% | +33.2% |
| 1Y | +46.4% | +33.5% | +12.9% | +39.4% |
| 3Y | +167.4% | -56.8% | +224.2% | +173.0% |
| All | +167.4% | -56.5% | +223.8% | +173.0% |
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