+23.7%
WULF vs FIVN
+71.4%
-47.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -4.7% |
| 7D | +15.6% | -9.6% | +25.2% | +13.2% |
| 30D | +5.7% | -11.9% | +17.7% | +3.5% |
| 3M | -32.3% | +40.1% | -72.4% | -25.9% |
| 6M | +23.7% | +68.3% | -44.7% | +47.7% |
| All | +23.7% | +71.4% | -47.7% | +47.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling