-1.3%
WST vs FIVN
-82.4%
+81.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +4.9% | -17.4% | +22.3% | +7.7% |
| 30D | +10.7% | -20.4% | +31.1% | +14.1% |
| 3M | +16.8% | -9.6% | +26.5% | +17.3% |
| 6M | +32.0% | +34.7% | -2.7% | +21.9% |
| YTD | +49.9% | +40.6% | +9.3% | +34.9% |
| 1Y | +50.6% | +34.3% | +16.3% | +36.5% |
| 3Y | +21.4% | -55.5% | +76.9% | +32.4% |
| All | -1.3% | -82.4% | +81.1% | +28.0% |
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