+197.9%
WEC vs FIVN
+86.2%
+111.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.0% |
| 7D | +2.3% | -2.8% | +5.2% | +2.4% |
| 30D | +11.1% | -17.4% | +28.5% | +11.5% |
| 3M | +8.4% | -19.2% | +27.6% | +8.8% |
| 6M | +7.5% | +29.4% | -21.9% | +6.3% |
| YTD | +15.3% | +36.3% | -20.9% | +13.6% |
| 1Y | +9.7% | +33.5% | -23.7% | +8.1% |
| 3Y | +64.7% | -56.8% | +121.5% | +68.1% |
| 5Y | +57.3% | -83.0% | +140.3% | +64.3% |
| All | +197.9% | +86.2% | +111.7% | +176.4% |
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