+24.7%
Z vs FIVN
+606.4%
-581.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.4% |
| 7D | -3.0% | -2.3% | -0.7% | -2.3% |
| 30D | -4.2% | +12.4% | -16.6% | -8.2% |
| 3M | -3.7% | +36.0% | -39.7% | -13.5% |
| 6M | -24.5% | +86.0% | -110.5% | -40.1% |
| YTD | -49.3% | +65.9% | -115.2% | -58.4% |
| 1Y | -58.7% | +26.5% | -85.2% | -63.3% |
| 3Y | -34.1% | -54.2% | +20.1% | -24.1% |
| 5Y | -64.5% | -80.5% | +15.9% | -50.4% |
| 10Y | -0.5% | +109.6% | -110.1% | -5.6% |
| All | +24.7% | +606.4% | -581.7% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling