+1,043.3%
WSM vs FIVN
+118.5%
+924.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.2% | +0.9% |
| 7D | -0.5% | -7.8% | +7.3% | +1.0% |
| 30D | -7.7% | -1.7% | -6.0% | -7.6% |
| 3M | +3.8% | +47.2% | -43.4% | -4.9% |
| 6M | +22.7% | +82.7% | -60.0% | +5.3% |
| YTD | +28.0% | +52.9% | -24.9% | +13.1% |
| 1Y | +12.7% | +17.5% | -4.7% | +4.9% |
| 3Y | +231.3% | -55.8% | +287.1% | +261.2% |
| 5Y | +177.2% | -82.3% | +259.5% | +242.3% |
| All | +1,043.3% | +118.5% | +924.8% | +978.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling