+957.1%
WDC vs FIVN
-82.6%
+1,039.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.4% |
| 7D | +4.4% | -11.3% | +15.7% | +6.1% |
| 30D | +5.3% | -7.3% | +12.6% | +6.1% |
| 3M | -5.9% | +41.7% | -47.6% | -12.6% |
| 6M | +73.2% | +78.3% | -5.0% | +51.1% |
| YTD | +167.8% | +50.9% | +117.0% | +139.5% |
| 1Y | +386.0% | +19.7% | +366.3% | +355.9% |
| 3Y | +1,309.7% | -55.7% | +1,365.5% | +1,462.7% |
| 5Y | +957.1% | -82.6% | +1,039.7% | +1,195.5% |
| All | +957.1% | -82.6% | +1,039.7% | +1,195.5% |
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