-26.0%
WST vs FIVN
-82.0%
+56.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.2% |
| 7D | -1.7% | -9.6% | +7.9% | -0.1% |
| 30D | -4.3% | -11.9% | +7.6% | -2.5% |
| 3M | +0.7% | +40.1% | -39.3% | -6.0% |
| 6M | +36.0% | +68.3% | -32.3% | +20.6% |
| YTD | +22.7% | +51.5% | -28.7% | +10.4% |
| 1Y | +34.1% | +15.1% | +19.0% | +26.7% |
| 3Y | -13.6% | -55.6% | +42.0% | -4.8% |
| 5Y | -26.0% | -82.4% | +56.5% | -6.1% |
| All | -26.0% | -82.0% | +56.1% | -6.1% |
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 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