+133.3%
WFC vs FIVN
-55.7%
+189.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +2.3% |
| 7D | +0.4% | -9.6% | +10.0% | +1.7% |
| 30D | +2.5% | -11.9% | +14.4% | +3.9% |
| 3M | +10.0% | +40.1% | -30.1% | +4.2% |
| 6M | +15.1% | +68.3% | -53.3% | +4.7% |
| YTD | -2.2% | +51.5% | -53.7% | -9.7% |
| 1Y | +13.5% | +15.1% | -1.7% | +9.7% |
| All | +133.3% | -55.7% | +189.0% | +136.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling