-13.5%
WDAY vs FIVN
+55.4%
-69.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.3% | +1.2% |
| 7D | -1.2% | -3.4% | +2.2% | +0.3% |
| 30D | +6.8% | +5.8% | +1.1% | +3.3% |
| 3M | +17.8% | +22.0% | -4.2% | +4.1% |
| 6M | +57.8% | +55.7% | +2.1% | +23.0% |
| YTD | -6.0% | +81.3% | -87.3% | -33.2% |
| 1Y | -13.5% | +58.0% | -71.5% | -36.3% |
| All | -13.5% | +55.4% | -69.0% | -36.3% |
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