+520.2%
WCN vs FIVN
+292.8%
+227.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.1% | -0.6% |
| 7D | -0.4% | -8.2% | +7.8% | +0.2% |
| 30D | -2.1% | -8.1% | +6.0% | -1.6% |
| 3M | +6.4% | +34.9% | -28.5% | +3.6% |
| 6M | -3.7% | +72.6% | -76.3% | -8.5% |
| YTD | -6.4% | +55.8% | -62.1% | -10.6% |
| 1Y | -7.9% | +17.1% | -25.1% | -10.3% |
| 3Y | +20.8% | -54.3% | +75.1% | +24.9% |
| 5Y | +29.0% | -81.6% | +110.5% | +41.1% |
| 10Y | +236.4% | +109.2% | +127.2% | +191.9% |
| All | +520.2% | +292.8% | +227.4% | +413.0% |
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