+145.0%
WFC vs FIVN
+118.5%
+26.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.4% | +0.8% |
| 7D | +0.4% | -7.8% | +8.2% | +1.2% |
| 30D | +1.5% | -1.7% | +3.3% | +1.6% |
| 3M | +10.2% | +47.2% | -37.0% | +5.1% |
| 6M | +18.8% | +82.7% | -63.9% | +9.5% |
| YTD | -1.5% | +52.9% | -54.4% | -7.7% |
| 1Y | +13.5% | +17.5% | -3.9% | +9.4% |
| 3Y | +135.0% | -55.8% | +190.8% | +143.2% |
| 5Y | +130.1% | -82.3% | +212.4% | +147.5% |
| All | +145.0% | +118.5% | +26.4% | +118.4% |
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 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