+423.9%
ZBRA vs FIVN
+118.5%
+305.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.5% | +1.4% |
| 7D | -3.4% | -7.8% | +4.4% | -1.0% |
| 30D | -7.4% | -1.7% | -5.7% | -7.2% |
| 3M | +57.5% | +47.2% | +10.3% | +37.9% |
| 6M | +64.0% | +82.7% | -18.7% | +30.1% |
| YTD | +44.3% | +52.9% | -8.6% | +20.3% |
| 1Y | +10.9% | +17.5% | -6.6% | +0.1% |
| 3Y | +37.5% | -55.8% | +93.3% | +59.2% |
| 5Y | -39.7% | -82.3% | +42.7% | -13.9% |
| All | +423.9% | +118.5% | +305.3% | +233.8% |
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