+111.5%
WDAY vs FIVN
+115.6%
-4.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -10.5% | -11.3% | +0.7% | -6.2% |
| 30D | +2.1% | -7.3% | +9.4% | +5.4% |
| 3M | +34.6% | +41.7% | -7.0% | +17.3% |
| 6M | +29.9% | +78.3% | -48.4% | +2.4% |
| YTD | -13.8% | +50.9% | -64.7% | -28.1% |
| 1Y | -18.3% | +19.7% | -37.9% | -26.2% |
| 3Y | -26.2% | -55.7% | +29.6% | -10.2% |
| 5Y | -30.8% | -82.6% | +51.8% | +12.2% |
| All | +111.5% | +115.6% | -4.1% | +24.3% |
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 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