+3.6%
WBD vs FIVN
-82.2%
+85.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.9% |
| 7D | -0.7% | -7.8% | +7.1% | +1.5% |
| 30D | +1.4% | -1.7% | +3.1% | +1.5% |
| 3M | +4.4% | +47.2% | -42.8% | -8.9% |
| 6M | +0.8% | +82.7% | -81.9% | -20.5% |
| YTD | -2.7% | +52.9% | -55.6% | -19.8% |
| 1Y | +73.4% | +17.5% | +55.9% | +55.6% |
| 3Y | +142.1% | -55.8% | +198.0% | +183.5% |
| All | +3.6% | -82.2% | +85.8% | +41.7% |
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