+23.7%
WMB vs FIVN
+55.4%
-31.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.6% | -8.0% | -6.3% |
| 7D | -8.6% | -3.4% | -5.2% | -8.8% |
| 30D | -4.2% | +5.8% | -9.9% | -3.7% |
| 3M | -4.4% | +22.0% | -26.4% | -2.8% |
| 6M | -8.7% | +55.7% | -64.4% | -5.6% |
| YTD | +15.4% | +81.3% | -65.9% | +20.8% |
| 1Y | +23.7% | +58.0% | -34.2% | +30.5% |
| All | +23.7% | +55.4% | -31.7% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling