+234.7%
WCN vs FIVN
+118.5%
+116.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | -3.1% | -7.8% | +4.7% | -2.5% |
| 30D | -3.4% | -1.7% | -1.7% | -3.3% |
| 3M | +3.0% | +47.2% | -44.2% | -0.4% |
| 6M | -3.8% | +82.7% | -86.5% | -9.2% |
| YTD | -8.3% | +52.9% | -61.2% | -12.4% |
| 1Y | -9.7% | +17.5% | -27.2% | -12.1% |
| 3Y | +17.2% | -55.8% | +73.0% | +22.1% |
| 5Y | +25.3% | -82.3% | +107.6% | +39.9% |
| All | +234.7% | +118.5% | +116.2% | +191.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling