-15.3%
WDAY vs FIVN
+27.5%
-42.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -2.9% | -4.1% |
| 7D | -4.4% | -2.3% | -2.1% | -3.2% |
| 30D | +14.7% | +12.4% | +2.3% | +7.6% |
| 3M | +32.4% | +36.0% | -3.6% | +12.3% |
| 6M | +36.9% | +86.0% | -49.1% | +0.2% |
| YTD | -8.8% | +65.9% | -74.8% | -30.4% |
| 1Y | -15.3% | +26.5% | -41.8% | -27.0% |
| All | -15.3% | +27.5% | -42.8% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling