+651.1%
WM vs FIVN
+254.6%
+396.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +1.2% | -17.4% | +18.6% | +1.9% |
| 30D | +15.2% | -20.4% | +35.6% | +16.2% |
| 3M | +8.3% | -9.6% | +18.0% | +8.5% |
| 6M | +13.1% | +34.7% | -21.5% | +10.9% |
| YTD | +12.5% | +40.6% | -28.1% | +9.5% |
| 1Y | +21.8% | +34.3% | -12.5% | +18.8% |
| 3Y | +48.8% | -55.5% | +104.3% | +51.8% |
| 5Y | +62.1% | -82.5% | +144.5% | +71.6% |
| 10Y | +331.5% | +93.2% | +238.3% | +284.9% |
| All | +651.1% | +254.6% | +396.5% | +545.9% |
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