-18.8%
Z vs FIVN
-55.8%
+36.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.9% | -1.6% | -4.3% |
| 7D | -6.5% | -22.4% | +16.0% | +0.7% |
| 30D | -0.1% | -23.8% | +23.7% | +7.7% |
| 3M | -14.1% | -19.5% | +5.4% | -9.4% |
| 6M | -30.1% | +25.6% | -55.6% | -36.3% |
| YTD | -57.5% | +38.4% | -95.9% | -63.3% |
| 1Y | -60.3% | +33.7% | -94.0% | -65.4% |
| All | -18.8% | -55.8% | +36.9% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling