+528.4%
WELL vs FIVN
+318.5%
+209.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -1.9% |
| 7D | -0.8% | -2.3% | +1.5% | -0.7% |
| 30D | -0.1% | +12.4% | -12.5% | -0.7% |
| 3M | +18.0% | +36.0% | -18.0% | +16.2% |
| 6M | +15.0% | +86.0% | -71.0% | +11.2% |
| YTD | +28.6% | +65.9% | -37.3% | +24.8% |
| 1Y | +42.9% | +26.5% | +16.4% | +40.4% |
| 3Y | +203.0% | -54.2% | +257.2% | +211.1% |
| 5Y | +206.9% | -80.5% | +287.3% | +220.1% |
| 10Y | +339.5% | +109.6% | +229.8% | +303.4% |
| All | +528.4% | +318.5% | +209.9% | +462.4% |
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 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