+366.0%
WDC vs FIVN
+20.3%
+345.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.3% | -2.8% |
| 7D | -4.3% | -7.8% | +3.5% | -5.1% |
| 30D | -1.5% | -1.7% | +0.2% | -1.6% |
| 3M | -15.5% | +47.2% | -62.7% | -11.2% |
| 6M | +66.5% | +82.7% | -16.3% | +74.8% |
| YTD | +159.9% | +52.9% | +106.9% | +177.8% |
| 1Y | +366.0% | +17.5% | +348.5% | +457.7% |
| All | +366.0% | +20.3% | +345.6% | +457.7% |
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