+447.7%
AZO vs FIVN
+280.5%
+167.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -2.9% | -11.3% | +8.4% | -2.2% |
| 30D | -5.3% | -7.3% | +2.0% | -4.9% |
| 3M | -7.3% | +41.7% | -49.0% | -9.5% |
| 6M | -22.7% | +78.3% | -100.9% | -25.8% |
| YTD | -15.0% | +50.9% | -65.9% | -17.9% |
| 1Y | -32.2% | +19.7% | -51.9% | -33.7% |
| 3Y | +10.0% | -55.7% | +65.8% | +13.2% |
| 5Y | +85.8% | -82.6% | +168.4% | +100.7% |
| 10Y | +298.9% | +113.6% | +185.2% | +257.8% |
| All | +447.7% | +280.5% | +167.2% | +365.7% |
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 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