+179.3%
WSM vs FIVN
-82.2%
+261.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.2% | +0.8% |
| 7D | -0.5% | -7.8% | +7.3% | +1.2% |
| 30D | -7.7% | -1.7% | -6.0% | -7.6% |
| 3M | +3.8% | +47.2% | -43.4% | -5.9% |
| 6M | +22.7% | +82.7% | -60.0% | +2.9% |
| YTD | +28.0% | +52.9% | -24.9% | +11.3% |
| 1Y | +12.7% | +17.5% | -4.7% | +4.3% |
| 3Y | +231.3% | -55.8% | +287.1% | +272.6% |
| All | +179.3% | -82.2% | +261.5% | +275.9% |
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 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