+12.4%
WOLF vs FIVN
+7.5%
+4.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.1% | -3.3% | -5.8% |
| 7D | +4.4% | -2.8% | +7.2% | +4.9% |
| 30D | +1.0% | -17.4% | +18.4% | +3.7% |
| 3M | -21.2% | -19.2% | -2.0% | -19.0% |
| 6M | -60.3% | +29.4% | -89.7% | -62.5% |
| YTD | +42.6% | +36.3% | +6.4% | +26.2% |
| 1Y | +36.5% | +33.5% | +3.0% | +21.8% |
| All | +12.4% | +7.5% | +4.8% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling