-29.5%
AZO vs FIVN
+27.5%
-57.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.6% |
| 7D | +0.7% | -2.3% | +3.0% | +0.8% |
| 30D | -2.7% | +12.4% | -15.1% | -3.0% |
| 3M | -3.2% | +36.0% | -39.2% | -4.1% |
| 6M | -19.7% | +86.0% | -105.7% | -19.9% |
| YTD | -12.0% | +65.9% | -78.0% | -13.4% |
| 1Y | -29.5% | +26.5% | -56.0% | -30.9% |
| All | -29.5% | +27.5% | -57.0% | -30.9% |
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