+42.3%
WELL vs FIVN
+15.3%
+27.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -2.2% | -11.3% | +9.0% | -2.7% |
| 30D | +4.7% | -7.3% | +12.0% | +4.4% |
| 3M | +11.9% | +41.7% | -29.7% | +14.1% |
| 6M | +14.3% | +78.3% | -64.0% | +18.4% |
| YTD | +28.4% | +50.9% | -22.5% | +32.1% |
| 1Y | +42.3% | +19.7% | +22.6% | +45.1% |
| All | +42.3% | +15.3% | +27.0% | +45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling