+23.9%
WY vs FIVN
+292.8%
-268.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -0.7% |
| 7D | -2.1% | -8.2% | +6.2% | -1.0% |
| 30D | -10.5% | -8.1% | -2.4% | -9.7% |
| 3M | -4.9% | +34.9% | -39.8% | -9.1% |
| 6M | -4.9% | +72.6% | -77.6% | -13.2% |
| YTD | -1.7% | +55.8% | -57.4% | -9.5% |
| 1Y | -9.4% | +17.1% | -26.5% | -13.5% |
| 3Y | -22.3% | -54.3% | +32.0% | -17.9% |
| 5Y | -20.5% | -81.6% | +61.0% | -9.0% |
| 10Y | +4.9% | +109.2% | -104.2% | -10.2% |
| All | +23.9% | +292.8% | -268.9% | -1.2% |
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