+265.4%
WPM vs FIVN
-82.2%
+347.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +2.0% |
| 7D | -0.6% | -7.8% | +7.3% | 0.0% |
| 30D | +14.4% | -1.7% | +16.1% | +14.5% |
| 3M | +37.0% | +47.2% | -10.2% | +33.3% |
| 6M | +4.1% | +82.7% | -78.6% | -0.8% |
| YTD | +31.7% | +52.9% | -21.2% | +26.7% |
| 1Y | +44.2% | +17.5% | +26.7% | +41.2% |
| 3Y | +265.5% | -55.8% | +321.3% | +285.6% |
| All | +265.4% | -82.2% | +347.5% | +276.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling