+252.7%
WMB vs FIVN
+280.5%
-27.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.1% |
| 7D | -1.7% | -11.3% | +9.6% | -0.7% |
| 30D | +0.7% | -7.3% | +8.0% | +1.2% |
| 3M | +1.5% | +41.7% | -40.2% | -2.2% |
| 6M | +0.1% | +78.3% | -78.2% | -6.3% |
| YTD | +22.9% | +50.9% | -28.0% | +16.4% |
| 1Y | +27.9% | +19.7% | +8.2% | +23.5% |
| 3Y | +139.1% | -55.7% | +194.9% | +149.3% |
| 5Y | +270.9% | -82.6% | +353.5% | +313.4% |
| 10Y | +300.4% | +113.6% | +186.7% | +191.3% |
| All | +252.7% | +280.5% | -27.8% | +119.6% |
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