+324.8%
WM vs FIVN
+104.7%
+220.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | +0.1% | +1.2% |
| 7D | +0.8% | -22.8% | +23.5% | +1.8% |
| 30D | +13.8% | -21.3% | +35.1% | +14.8% |
| 3M | +6.4% | -14.0% | +20.4% | +6.7% |
| 6M | +13.2% | +31.1% | -17.9% | +11.0% |
| YTD | +10.8% | +40.0% | -29.2% | +7.8% |
| 1Y | +20.2% | +38.1% | -17.9% | +17.0% |
| 3Y | +46.5% | -55.7% | +102.1% | +49.9% |
| 5Y | +61.3% | -82.5% | +143.8% | +72.5% |
| 10Y | +324.8% | +92.4% | +232.4% | +267.6% |
| All | +324.8% | +104.7% | +220.0% | +267.6% |
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