+570.9%
WM vs FIVN
+318.5%
+252.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.1% |
| 7D | -0.3% | -2.3% | +2.0% | -0.2% |
| 30D | -2.4% | +12.4% | -14.8% | -3.0% |
| 3M | +0.4% | +36.0% | -35.6% | -1.3% |
| 6M | -9.5% | +86.0% | -95.5% | -12.6% |
| YTD | +0.5% | +65.9% | -65.4% | -2.6% |
| 1Y | -1.1% | +26.5% | -27.6% | -2.9% |
| 3Y | +46.0% | -54.2% | +100.2% | +49.4% |
| 5Y | +51.8% | -80.5% | +132.3% | +60.4% |
| 10Y | +307.5% | +109.6% | +197.9% | +262.8% |
| All | +570.9% | +318.5% | +252.4% | +474.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling