-16.9%
Z vs FIVN
+104.7%
-121.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.3% |
| 7D | -13.1% | -22.8% | +9.7% | -5.6% |
| 30D | +5.9% | -21.3% | +27.2% | +13.8% |
| 3M | -13.7% | -14.0% | +0.3% | -10.3% |
| 6M | -27.1% | +31.1% | -58.2% | -35.5% |
| YTD | -56.8% | +40.0% | -96.8% | -63.6% |
| 1Y | -60.2% | +38.1% | -98.3% | -66.4% |
| 3Y | -19.7% | -55.7% | +36.0% | -6.1% |
| 5Y | -53.7% | -82.5% | +28.8% | -30.1% |
| 10Y | -16.9% | +92.4% | -109.3% | -19.2% |
| All | -16.9% | +104.7% | -121.6% | -19.2% |
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 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