+236.3%
WMB vs FIVN
+253.1%
-16.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.1% |
| 7D | +1.6% | -22.8% | +24.3% | +3.5% |
| 30D | -7.1% | -21.3% | +14.2% | -5.6% |
| 3M | -4.0% | -14.0% | +10.0% | -3.4% |
| 6M | -5.7% | +31.1% | -36.8% | -9.2% |
| YTD | +17.2% | +40.0% | -22.8% | +11.1% |
| 1Y | +17.2% | +38.1% | -20.9% | +11.1% |
| 3Y | +121.1% | -55.7% | +176.7% | +129.3% |
| 5Y | +197.2% | -82.5% | +279.7% | +229.6% |
| 10Y | +280.9% | +92.4% | +188.5% | +179.4% |
| All | +236.3% | +253.1% | -16.8% | +109.6% |
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 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