+125.5%
WCC vs FIVN
-55.8%
+181.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | +1.7% | -11.3% | +13.0% | +4.0% |
| 30D | -6.1% | -7.3% | +1.2% | -5.0% |
| 3M | +3.1% | +41.7% | -38.6% | -6.3% |
| 6M | +28.2% | +78.3% | -50.0% | +6.1% |
| YTD | +41.1% | +50.9% | -9.8% | +21.5% |
| 1Y | +61.3% | +19.7% | +41.6% | +50.0% |
| All | +125.5% | -55.8% | +181.4% | +185.3% |
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