+258.0%
WPM vs FIVN
-55.8%
+313.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | -3.6% | -11.3% | +7.7% | -3.2% |
| 30D | +12.5% | -7.3% | +19.8% | +12.8% |
| 3M | +40.6% | +41.7% | -1.1% | +39.0% |
| 6M | +0.5% | +78.3% | -77.7% | -1.8% |
| YTD | +29.0% | +50.9% | -21.8% | +26.6% |
| 1Y | +43.8% | +19.7% | +24.1% | +42.4% |
| All | +258.0% | -55.8% | +313.9% | +288.1% |
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