-24.6%
WY vs FIVN
-55.8%
+31.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -3.7% | -11.3% | +7.6% | -2.8% |
| 30D | -11.3% | -7.3% | -4.0% | -10.8% |
| 3M | -8.1% | +41.7% | -49.8% | -11.2% |
| 6M | -7.4% | +78.3% | -85.7% | -13.7% |
| YTD | -4.7% | +50.9% | -55.6% | -9.5% |
| 1Y | -9.2% | +19.7% | -28.9% | -10.7% |
| All | -24.6% | -55.8% | +31.3% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling