+574.7%
WPM vs FIVN
+243.6%
+331.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.1% |
| 7D | -3.6% | -2.8% | -0.7% | -3.4% |
| 30D | +1.4% | -17.4% | +18.9% | +2.4% |
| 3M | -0.2% | -19.2% | +19.0% | +0.7% |
| 6M | -7.3% | +29.4% | -36.7% | -9.3% |
| YTD | +12.3% | +36.3% | -23.9% | +8.8% |
| 1Y | +24.9% | +33.5% | -8.6% | +21.1% |
| 3Y | +210.4% | -56.8% | +267.2% | +219.5% |
| 5Y | +210.4% | -83.0% | +293.3% | +231.1% |
| 10Y | +731.7% | +87.3% | +644.4% | +726.9% |
| All | +574.7% | +243.6% | +331.0% | +513.2% |
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