+12.3%
WFC vs FIVN
+27.5%
-15.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.0% |
| 7D | +3.8% | -2.3% | +6.1% | +3.9% |
| 30D | +1.5% | +12.4% | -10.9% | +0.5% |
| 3M | +10.9% | +36.0% | -25.2% | +8.1% |
| 6M | +8.4% | +86.0% | -77.5% | +3.2% |
| YTD | -1.9% | +65.9% | -67.8% | -5.1% |
| 1Y | +12.3% | +26.5% | -14.2% | +13.4% |
| All | +12.3% | +27.5% | -15.1% | +13.4% |
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 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