+13.7%
WSM vs FIVN
+27.5%
-13.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.3% |
| 7D | -3.3% | -2.3% | -1.0% | -3.1% |
| 30D | -8.4% | +12.4% | -20.8% | -9.3% |
| 3M | +9.7% | +36.0% | -26.4% | +7.2% |
| 6M | +16.7% | +86.0% | -69.3% | +10.5% |
| YTD | +28.7% | +65.9% | -37.3% | +22.7% |
| 1Y | +13.7% | +26.5% | -12.8% | +5.1% |
| All | +13.7% | +27.5% | -13.8% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling