-17.2%
WU vs FIVN
+292.8%
-310.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.1% | +3.6% | -1.9% |
| 7D | -0.8% | -8.2% | +7.4% | 0.0% |
| 30D | -1.1% | -8.1% | +7.0% | -0.4% |
| 3M | -1.8% | +34.9% | -36.7% | -5.1% |
| 6M | -23.9% | +72.6% | -96.6% | -28.7% |
| YTD | -20.4% | +55.8% | -76.2% | -24.9% |
| 1Y | -10.6% | +17.1% | -27.7% | -13.5% |
| 3Y | -27.7% | -54.3% | +26.6% | -25.8% |
| 5Y | -51.1% | -81.6% | +30.4% | -47.7% |
| 10Y | -40.7% | +109.2% | -149.9% | -51.3% |
| All | -17.2% | +292.8% | -310.0% | -36.0% |
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 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