+31.2%
WEC vs FIVN
-82.0%
+113.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.8% |
| 7D | +0.4% | -9.6% | +10.0% | +0.4% |
| 30D | +0.9% | -11.9% | +12.8% | +0.9% |
| 3M | -5.3% | +40.1% | -45.4% | -5.5% |
| 6M | -6.6% | +68.3% | -74.9% | -6.9% |
| YTD | +3.3% | +51.5% | -48.2% | +3.0% |
| 1Y | +2.1% | +15.1% | -13.1% | +2.2% |
| 3Y | +39.6% | -55.6% | +95.1% | +42.2% |
| 5Y | +31.2% | -82.4% | +113.6% | +24.8% |
| All | +31.2% | -82.0% | +113.2% | +24.8% |
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