+821.7%
WSM vs FIVN
+292.8%
+528.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.1% | +6.3% | +1.2% |
| 7D | +2.6% | -8.2% | +10.8% | +3.9% |
| 30D | -9.5% | -8.1% | -1.4% | -8.5% |
| 3M | +12.9% | +34.9% | -22.0% | +6.5% |
| 6M | +23.0% | +72.6% | -49.6% | +9.6% |
| YTD | +28.9% | +55.8% | -26.8% | +16.2% |
| 1Y | +13.7% | +17.1% | -3.5% | +7.1% |
| 3Y | +232.6% | -54.3% | +286.9% | +253.6% |
| 5Y | +185.9% | -81.6% | +267.4% | +232.3% |
| 10Y | +998.6% | +109.2% | +889.4% | +958.8% |
| All | +821.7% | +292.8% | +528.9% | +764.5% |
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