+349.8%
WELL vs FIVN
+118.5%
+231.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | -0.2% | -7.8% | +7.6% | +0.2% |
| 30D | +2.3% | -1.7% | +4.1% | +2.4% |
| 3M | +12.3% | +47.2% | -34.9% | +9.8% |
| 6M | +15.6% | +82.7% | -67.1% | +11.1% |
| YTD | +28.3% | +52.9% | -24.6% | +24.3% |
| 1Y | +41.9% | +17.5% | +24.4% | +39.6% |
| 3Y | +198.3% | -55.8% | +254.2% | +209.2% |
| 5Y | +206.4% | -82.3% | +288.7% | +225.7% |
| All | +349.8% | +118.5% | +231.2% | +278.9% |
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