+420.2%
WMT vs FIVN
+292.8%
+127.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.1% | -0.8% |
| 7D | +0.1% | -8.2% | +8.4% | +0.5% |
| 30D | -5.0% | -8.1% | +3.2% | -4.7% |
| 3M | -11.3% | +34.9% | -46.2% | -12.5% |
| 6M | -13.8% | +72.6% | -86.4% | -16.1% |
| YTD | -4.2% | +55.8% | -60.0% | -6.6% |
| 1Y | +4.6% | +17.1% | -12.6% | +3.3% |
| 3Y | +100.5% | -54.3% | +154.8% | +103.7% |
| 5Y | +129.7% | -81.6% | +211.2% | +140.0% |
| 10Y | +423.4% | +109.2% | +314.3% | +398.9% |
| All | +420.2% | +292.8% | +127.3% | +379.7% |
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