-64.8%
Z vs FIVN
-80.6%
+15.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.3% |
| 7D | -3.0% | -2.3% | -0.7% | -2.2% |
| 30D | -4.2% | +12.4% | -16.6% | -8.8% |
| 3M | -3.7% | +36.0% | -39.7% | -15.0% |
| 6M | -24.5% | +86.0% | -110.5% | -42.4% |
| YTD | -49.3% | +65.9% | -115.2% | -59.8% |
| 1Y | -58.7% | +26.5% | -85.2% | -64.0% |
| 3Y | -34.1% | -54.2% | +20.1% | -20.3% |
| All | -64.8% | -80.6% | +15.7% | -43.3% |
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 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