+23.4%
WOLF vs FIVN
+19.5%
+3.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.8% | -5.1% |
| 7D | +2.4% | -9.6% | +12.0% | +3.9% |
| 30D | -6.9% | -11.9% | +5.0% | -5.3% |
| 3M | -44.1% | +40.1% | -84.2% | -46.9% |
| 6M | +53.6% | +68.3% | -14.7% | +31.9% |
| YTD | +56.7% | +51.5% | +5.2% | +36.9% |
| All | +23.4% | +19.5% | +3.9% | +12.7% |
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 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