+28.3%
WOLF vs FIVN
+30.9%
-2.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.4% | +8.1% | +6.0% |
| 7D | +9.7% | -2.3% | +12.0% | +10.1% |
| 30D | +12.5% | +12.4% | +0.1% | +9.5% |
| 3M | -57.7% | +36.0% | -93.7% | -59.4% |
| 6M | +37.7% | +86.0% | -48.3% | +16.6% |
| YTD | +62.8% | +65.9% | -3.1% | +40.3% |
| All | +28.3% | +30.9% | -2.7% | +15.6% |
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 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