+191.2%
WWD vs FIVN
-82.9%
+274.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | +4.0% | -2.8% | +6.8% | +4.2% |
| 30D | +0.4% | -17.4% | +17.8% | +1.8% |
| 3M | -7.9% | -19.2% | +11.3% | -6.7% |
| 6M | -10.6% | +29.4% | -40.0% | -14.4% |
| YTD | +9.4% | +36.3% | -26.9% | +2.7% |
| 1Y | +25.7% | +33.5% | -7.7% | +18.2% |
| 3Y | +148.5% | -56.8% | +205.4% | +162.5% |
| All | +191.2% | -82.9% | +274.2% | +218.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling