+695.4%
WPM vs FIVN
+318.5%
+376.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -0.9% |
| 7D | +1.1% | -2.3% | +3.4% | +1.2% |
| 30D | +26.4% | +12.4% | +14.0% | +25.3% |
| 3M | +20.8% | +36.0% | -15.2% | +18.4% |
| 6M | +1.1% | +86.0% | -84.9% | -3.3% |
| YTD | +32.5% | +65.9% | -33.5% | +27.2% |
| 1Y | +51.5% | +26.5% | +25.0% | +47.8% |
| 3Y | +267.0% | -54.2% | +321.2% | +277.8% |
| 5Y | +250.1% | -80.5% | +330.6% | +271.0% |
| 10Y | +540.4% | +109.6% | +430.7% | +532.9% |
| All | +695.4% | +318.5% | +376.9% | +616.9% |
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