+182.3%
WWD vs FIVN
-82.2%
+264.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.2% |
| 7D | -2.6% | -7.8% | +5.3% | -1.9% |
| 30D | -6.9% | -1.7% | -5.2% | -6.9% |
| 3M | -13.0% | +47.2% | -60.2% | -16.9% |
| 6M | -12.5% | +82.7% | -95.2% | -19.6% |
| YTD | +11.8% | +52.9% | -41.1% | +4.5% |
| 1Y | +41.1% | +17.5% | +23.6% | +36.4% |
| 3Y | +163.1% | -55.8% | +218.9% | +178.8% |
| All | +182.3% | -82.2% | +264.5% | +217.2% |
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