-17.4%
ZBH vs FIVN
+118.5%
-135.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.2% | +1.0% |
| 7D | -4.7% | -7.8% | +3.2% | -3.8% |
| 30D | -4.5% | -1.7% | -2.8% | -4.4% |
| 3M | +7.6% | +47.2% | -39.6% | +2.5% |
| 6M | +0.3% | +82.7% | -82.4% | -7.6% |
| YTD | +4.5% | +52.9% | -48.4% | -2.1% |
| 1Y | -9.4% | +17.5% | -26.9% | -12.8% |
| 3Y | -21.5% | -55.8% | +34.3% | -17.5% |
| 5Y | -28.4% | -82.3% | +53.9% | -19.6% |
| All | -17.4% | +118.5% | -135.9% | -29.7% |
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 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