+288.6%
AZO vs FIVN
+118.5%
+170.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.2% |
| 7D | -3.6% | -7.8% | +4.3% | -3.1% |
| 30D | -5.6% | -1.7% | -3.8% | -5.5% |
| 3M | -6.6% | +47.2% | -53.8% | -9.1% |
| 6M | -22.5% | +82.7% | -105.2% | -26.0% |
| YTD | -15.2% | +52.9% | -68.1% | -18.3% |
| 1Y | -33.9% | +17.5% | -51.4% | -35.3% |
| 3Y | +11.8% | -55.8% | +67.6% | +15.7% |
| 5Y | +85.5% | -82.3% | +167.9% | +103.6% |
| All | +288.6% | +118.5% | +170.0% | +239.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling