-56.3%
Z vs FIVN
-81.1%
+24.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -17.6% | +15.2% | +3.8% |
| 7D | -4.6% | -22.6% | +18.1% | +4.0% |
| 30D | +8.3% | -16.8% | +25.1% | +14.6% |
| 3M | -11.6% | -0.9% | -10.7% | -13.4% |
| 6M | -33.6% | +28.4% | -62.0% | -41.5% |
| YTD | -56.7% | +40.2% | -96.9% | -64.1% |
| 1Y | -59.1% | +30.5% | -89.7% | -65.3% |
| 3Y | -20.4% | -56.2% | +35.9% | -3.7% |
| All | -56.3% | -81.1% | +24.8% | -32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling