-11.5%
WY vs FIVN
+20.3%
-31.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.4% |
| 7D | -4.2% | -7.8% | +3.7% | -4.4% |
| 30D | -10.1% | -1.7% | -8.4% | -10.1% |
| 3M | -8.5% | +47.2% | -55.7% | -6.6% |
| 6M | -3.3% | +82.7% | -86.1% | -0.5% |
| YTD | -4.4% | +52.9% | -57.3% | -1.1% |
| 1Y | -11.5% | +17.5% | -29.0% | -7.5% |
| All | -11.5% | +20.3% | -31.8% | -7.5% |
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