+268.7%
WAT vs FIVN
+318.5%
-49.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.7% |
| 7D | -1.3% | -2.3% | +1.0% | -1.0% |
| 30D | +2.3% | +12.4% | -10.1% | +0.3% |
| 3M | +8.7% | +36.0% | -27.3% | +3.3% |
| 6M | +28.3% | +86.0% | -57.7% | +15.3% |
| YTD | +7.8% | +65.9% | -58.2% | -2.0% |
| 1Y | +36.6% | +26.5% | +10.1% | +28.6% |
| 3Y | +45.7% | -54.2% | +99.9% | +53.0% |
| 5Y | -3.3% | -80.5% | +77.1% | +7.8% |
| 10Y | +162.1% | +109.6% | +52.5% | +126.7% |
| All | +268.7% | +318.5% | -49.8% | +197.0% |
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 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