+708.9%
WST vs FIVN
+318.5%
+390.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.4% |
| 7D | +0.7% | -2.3% | +3.0% | +1.1% |
| 30D | -3.1% | +12.4% | -15.5% | -5.5% |
| 3M | +7.2% | +36.0% | -28.8% | +0.7% |
| 6M | +36.8% | +86.0% | -49.2% | +20.0% |
| YTD | +23.8% | +65.9% | -42.1% | +10.2% |
| 1Y | +37.8% | +26.5% | +11.3% | +27.9% |
| 3Y | -15.9% | -54.2% | +38.3% | -9.9% |
| 5Y | -25.8% | -80.5% | +54.6% | -12.3% |
| 10Y | +319.6% | +109.6% | +210.0% | +270.4% |
| All | +708.9% | +318.5% | +390.4% | +554.1% |
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 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