+319.4%
WCC vs FIVN
+318.5%
+0.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.4% | +6.3% | +4.3% |
| 7D | +4.5% | -2.3% | +6.8% | +4.9% |
| 30D | -5.8% | +12.4% | -18.2% | -8.4% |
| 3M | -3.7% | +36.0% | -39.7% | -10.2% |
| 6M | +23.1% | +86.0% | -62.9% | +6.0% |
| YTD | +44.2% | +65.9% | -21.8% | +25.9% |
| 1Y | +62.1% | +26.5% | +35.6% | +49.1% |
| 3Y | +121.1% | -54.2% | +175.3% | +138.8% |
| 5Y | +214.0% | -80.5% | +294.4% | +268.5% |
| 10Y | +472.8% | +109.6% | +363.1% | +381.4% |
| All | +319.4% | +318.5% | +0.9% | +216.5% |
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