+143.5%
WDAY vs FIVN
+243.6%
-100.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.1% | +4.2% |
| 7D | +1.8% | -2.8% | +4.7% | +2.8% |
| 30D | +4.1% | -17.4% | +21.5% | +10.3% |
| 3M | -4.8% | -19.2% | +14.3% | +0.4% |
| 6M | +68.6% | +29.4% | +39.3% | +50.5% |
| YTD | -8.5% | +36.3% | -44.8% | -21.3% |
| 1Y | -12.1% | +33.5% | -45.6% | -24.0% |
| 3Y | -13.2% | -56.8% | +43.6% | +2.9% |
| 5Y | -33.7% | -83.0% | +49.3% | +1.4% |
| 10Y | +137.4% | +87.3% | +50.2% | +66.9% |
| All | +143.5% | +243.6% | -100.2% | +52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling