+61.9%
WM vs FIVN
-82.9%
+144.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.1% |
| 7D | +3.2% | -2.8% | +6.0% | +3.3% |
| 30D | +13.0% | -17.4% | +30.4% | +13.3% |
| 3M | +9.2% | -19.2% | +28.4% | +9.5% |
| 6M | +13.6% | +29.4% | -15.7% | +12.6% |
| YTD | +12.4% | +36.3% | -23.9% | +11.1% |
| 1Y | +21.2% | +33.5% | -12.2% | +19.9% |
| 3Y | +48.7% | -56.8% | +105.5% | +51.1% |
| All | +61.9% | -82.9% | +144.8% | +65.8% |
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