-31.1%
WDAY vs FIVN
-82.0%
+51.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +1.0% |
| 7D | -7.4% | -9.6% | +2.2% | -3.6% |
| 30D | +1.0% | -11.9% | +12.9% | +6.3% |
| 3M | +32.7% | +40.1% | -7.4% | +16.4% |
| 6M | +25.6% | +68.3% | -42.8% | +1.9% |
| YTD | -13.4% | +51.5% | -64.8% | -27.5% |
| 1Y | -19.4% | +15.1% | -34.5% | -26.1% |
| 3Y | -25.8% | -55.6% | +29.8% | -11.1% |
| 5Y | -31.1% | -82.4% | +51.3% | +3.4% |
| All | -31.1% | -82.0% | +51.0% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling