-18.3%
WDAY vs FIVN
+15.3%
-33.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -10.5% | -11.3% | +0.7% | -4.9% |
| 30D | +2.1% | -7.3% | +9.4% | +6.2% |
| 3M | +34.6% | +41.7% | -7.0% | +12.9% |
| 6M | +29.9% | +78.3% | -48.4% | -2.4% |
| YTD | -13.8% | +50.9% | -64.7% | -31.0% |
| 1Y | -18.3% | +19.7% | -37.9% | -27.3% |
| All | -18.3% | +15.3% | -33.6% | -27.3% |
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