-29.4%
WU vs FIVN
-55.8%
+26.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -5.0% | -11.3% | +6.3% | -3.5% |
| 30D | -2.3% | -7.3% | +5.0% | -1.4% |
| 3M | -3.2% | +41.7% | -44.9% | -8.3% |
| 6M | -25.0% | +78.3% | -103.3% | -31.8% |
| YTD | -21.7% | +50.9% | -72.5% | -27.3% |
| 1Y | -9.0% | +19.7% | -28.6% | -12.9% |
| All | -29.4% | -55.8% | +26.5% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling