+1,188.5%
WDC vs FIVN
+118.5%
+1,070.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.3% | -3.2% |
| 7D | -4.3% | -7.8% | +3.5% | -3.0% |
| 30D | -1.5% | -1.7% | +0.2% | -1.5% |
| 3M | -15.5% | +47.2% | -62.7% | -23.0% |
| 6M | +66.5% | +82.7% | -16.3% | +42.0% |
| YTD | +159.9% | +52.9% | +106.9% | +127.8% |
| 1Y | +366.0% | +17.5% | +348.5% | +331.3% |
| 3Y | +1,285.8% | -55.8% | +1,341.6% | +1,416.1% |
| 5Y | +925.6% | -82.3% | +1,007.9% | +1,198.1% |
| All | +1,188.5% | +118.5% | +1,070.0% | +813.2% |
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