-26.2%
WDAY vs FIVN
-55.7%
+29.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +0.9% |
| 7D | -7.4% | -9.6% | +2.2% | -3.7% |
| 30D | +1.0% | -11.9% | +12.9% | +6.0% |
| 3M | +32.7% | +40.1% | -7.4% | +17.3% |
| 6M | +25.6% | +68.3% | -42.8% | +3.8% |
| YTD | -13.4% | +51.5% | -64.8% | -26.5% |
| 1Y | -19.4% | +15.1% | -34.5% | -26.6% |
| All | -26.2% | -55.7% | +29.4% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling