-0.2%
WY vs FIVN
+55.4%
-55.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +5.7% |
| 7D | +13.3% | -3.4% | +16.7% | +13.2% |
| 30D | +17.6% | +5.8% | +11.9% | +17.8% |
| 3M | -15.0% | +22.0% | -37.0% | -14.2% |
| 6M | -5.9% | +55.7% | -61.7% | -3.4% |
| YTD | -5.7% | +81.3% | -87.0% | -0.9% |
| 1Y | -0.2% | +58.0% | -58.2% | +5.5% |
| All | -0.2% | +55.4% | -55.6% | +5.5% |
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