+16.9%
WCN vs FIVN
-55.8%
+72.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -4.4% | -11.3% | +6.9% | -4.2% |
| 30D | -4.4% | -7.3% | +2.9% | -4.3% |
| 3M | +0.5% | +41.7% | -41.2% | -0.5% |
| 6M | -3.3% | +78.3% | -81.5% | -4.9% |
| YTD | -8.5% | +50.9% | -59.4% | -9.6% |
| 1Y | -8.9% | +19.7% | -28.6% | -9.3% |
| All | +16.9% | -55.8% | +72.8% | +18.6% |
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