+222.3%
WAB vs FIVN
-82.6%
+304.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.2% | -11.3% | +11.1% | +1.0% |
| 30D | -5.9% | -7.3% | +1.4% | -5.3% |
| 3M | +9.4% | +41.7% | -32.3% | +4.2% |
| 6M | +13.8% | +78.3% | -64.4% | +3.6% |
| YTD | +31.8% | +50.9% | -19.1% | +22.2% |
| 1Y | +48.5% | +19.7% | +28.9% | +42.5% |
| 3Y | +167.0% | -55.7% | +222.7% | +184.1% |
| 5Y | +222.3% | -82.6% | +304.9% | +257.7% |
| All | +222.3% | -82.6% | +304.9% | +257.7% |
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 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