+782.6%
WWD vs FIVN
+292.8%
+489.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.4% |
| 7D | +0.8% | -8.2% | +9.0% | +1.7% |
| 30D | -6.4% | -8.1% | +1.7% | -5.8% |
| 3M | -5.6% | +34.9% | -40.5% | -9.4% |
| 6M | -9.1% | +72.6% | -81.7% | -16.1% |
| YTD | +12.5% | +55.8% | -43.2% | +4.5% |
| 1Y | +41.3% | +17.1% | +24.2% | +35.6% |
| 3Y | +170.2% | -54.3% | +224.5% | +182.4% |
| 5Y | +192.5% | -81.6% | +274.0% | +227.6% |
| 10Y | +476.9% | +109.2% | +367.7% | +353.1% |
| All | +782.6% | +292.8% | +489.7% | +525.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling