-40.4%
WU vs FIVN
+118.5%
-158.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.4% |
| 7D | -3.5% | -7.8% | +4.4% | -2.7% |
| 30D | -2.9% | -1.7% | -1.2% | -2.8% |
| 3M | -2.3% | +47.2% | -49.5% | -6.6% |
| 6M | -25.4% | +82.7% | -108.1% | -30.8% |
| YTD | -21.2% | +52.9% | -74.1% | -25.8% |
| 1Y | -8.9% | +17.5% | -26.3% | -12.1% |
| 3Y | -29.0% | -55.8% | +26.9% | -26.8% |
| 5Y | -50.7% | -82.3% | +31.6% | -47.0% |
| All | -40.4% | +118.5% | -158.9% | -56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling