+159.5%
WWD vs FIVN
-55.8%
+215.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -2.9% | -11.3% | +8.4% | -2.1% |
| 30D | -6.6% | -7.3% | +0.7% | -6.2% |
| 3M | -9.3% | +41.7% | -51.0% | -12.0% |
| 6M | -13.6% | +78.3% | -91.9% | -19.3% |
| YTD | +10.4% | +50.9% | -40.5% | +4.9% |
| 1Y | +39.9% | +19.7% | +20.2% | +37.5% |
| All | +159.5% | -55.8% | +215.4% | +175.8% |
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