+727.2%
WDC vs FIVN
+318.5%
+408.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +6.3% |
| 7D | +1.7% | -2.3% | +4.0% | +2.1% |
| 30D | -10.0% | +12.4% | -22.4% | -12.3% |
| 3M | -18.8% | +36.0% | -54.8% | -24.2% |
| 6M | +79.0% | +86.0% | -6.9% | +54.5% |
| YTD | +171.6% | +65.9% | +105.6% | +137.3% |
| 1Y | +417.4% | +26.5% | +390.9% | +375.3% |
| 3Y | +1,251.8% | -54.2% | +1,306.0% | +1,354.6% |
| 5Y | +911.7% | -80.5% | +992.1% | +1,118.2% |
| 10Y | +1,399.6% | +109.6% | +1,290.0% | +1,038.5% |
| All | +727.2% | +318.5% | +408.8% | +466.2% |
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 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