-14.5%
Z vs FIVN
+109.8%
-124.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.7% | +1.1% | +2.9% |
| 7D | -5.2% | -19.3% | +14.1% | +1.5% |
| 30D | +5.7% | -20.7% | +26.4% | +13.3% |
| 3M | -8.7% | -15.1% | +6.3% | -4.9% |
| 6M | -26.0% | +30.6% | -56.6% | -34.4% |
| YTD | -55.0% | +44.0% | -99.0% | -62.5% |
| 1Y | -58.0% | +45.5% | -103.5% | -65.2% |
| 3Y | -15.2% | -52.8% | +37.6% | -3.0% |
| 5Y | -53.8% | -82.6% | +28.8% | -30.2% |
| 10Y | -14.5% | +109.4% | -123.9% | -20.6% |
| All | -14.5% | +109.8% | -124.3% | -20.6% |
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