+42.1%
WWD vs FIVN
+27.5%
+14.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +0.9% |
| 7D | +1.3% | -2.3% | +3.6% | +1.1% |
| 30D | -7.2% | +12.4% | -19.6% | -6.3% |
| 3M | -3.8% | +36.0% | -39.9% | -1.2% |
| 6M | -9.9% | +86.0% | -95.9% | -6.7% |
| YTD | +14.8% | +65.9% | -51.1% | +19.7% |
| 1Y | +42.1% | +26.5% | +15.6% | +44.9% |
| All | +42.1% | +27.5% | +14.6% | +44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling