+243.2%
WEC vs FIVN
+292.8%
-49.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.1% | +7.2% | +1.2% |
| 7D | +0.8% | -8.2% | +9.0% | +1.0% |
| 30D | +0.3% | -8.1% | +8.5% | +0.5% |
| 3M | -2.9% | +34.9% | -37.8% | -3.8% |
| 6M | -5.9% | +72.6% | -78.6% | -7.5% |
| YTD | +4.1% | +55.8% | -51.6% | +2.6% |
| 1Y | +3.1% | +17.1% | -14.0% | +2.4% |
| 3Y | +40.8% | -54.3% | +95.1% | +43.2% |
| 5Y | +31.7% | -81.6% | +113.3% | +36.2% |
| 10Y | +141.1% | +109.2% | +31.9% | +129.1% |
| All | +243.2% | +292.8% | -49.6% | +223.0% |
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