+127.9%
WFC vs FIVN
-82.6%
+210.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | +0.3% | -11.3% | +11.6% | +1.9% |
| 30D | +2.3% | -7.3% | +9.6% | +3.1% |
| 3M | +9.8% | +41.7% | -31.9% | +3.6% |
| 6M | +15.6% | +78.3% | -62.7% | +4.0% |
| YTD | -2.4% | +50.9% | -53.3% | -10.3% |
| 1Y | +13.8% | +19.7% | -5.8% | +8.3% |
| 3Y | +134.6% | -55.7% | +190.4% | +148.0% |
| 5Y | +127.9% | -82.6% | +210.5% | +156.0% |
| All | +127.9% | -82.6% | +210.5% | +156.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling