+210.4%
WPM vs FIVN
-56.5%
+266.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -3.6% | -2.8% | -0.7% | -3.5% |
| 30D | +1.4% | -17.4% | +18.9% | +2.0% |
| 3M | -0.2% | -19.2% | +19.0% | +0.4% |
| 6M | -7.3% | +29.4% | -36.7% | -7.9% |
| YTD | +12.3% | +36.3% | -23.9% | +10.8% |
| 1Y | +24.9% | +33.5% | -8.6% | +23.2% |
| 3Y | +210.4% | -56.8% | +267.2% | +243.4% |
| All | +210.4% | -56.5% | +266.8% | +243.4% |
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