+416.8%
ZBRA vs FIVN
+292.8%
+123.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.3% | -1.1% |
| 7D | +2.6% | -8.2% | +10.8% | +5.0% |
| 30D | -6.4% | -8.1% | +1.8% | -4.5% |
| 3M | +51.3% | +34.9% | +16.4% | +37.3% |
| 6M | +60.5% | +72.6% | -12.1% | +32.5% |
| YTD | +45.2% | +55.8% | -10.6% | +22.6% |
| 1Y | +12.3% | +17.1% | -4.8% | +2.5% |
| 3Y | +37.5% | -54.3% | +91.8% | +55.0% |
| 5Y | -39.2% | -81.6% | +42.4% | -18.2% |
| 10Y | +417.0% | +109.2% | +307.8% | +272.9% |
| All | +416.8% | +292.8% | +123.9% | +210.8% |
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 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