+30.7%
WOLF vs FIVN
+22.9%
+7.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.1% | +8.0% | +2.8% |
| 7D | +9.8% | -8.2% | +18.0% | +11.1% |
| 30D | -12.1% | -8.1% | -4.0% | -11.3% |
| 3M | -47.9% | +34.9% | -82.8% | -50.0% |
| 6M | +74.3% | +72.6% | +1.7% | +49.0% |
| YTD | +65.9% | +55.8% | +10.1% | +44.3% |
| All | +30.7% | +22.9% | +7.8% | +18.8% |
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