+55.5%
ZM vs FIVN
-37.0%
+92.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -6.1% | +1.3% | -2.0% |
| 7D | +1.6% | -8.2% | +9.9% | +5.6% |
| 30D | -7.7% | -8.1% | +0.4% | -4.3% |
| 3M | -4.7% | +34.9% | -39.6% | -18.6% |
| 6M | +24.4% | +72.6% | -48.2% | -7.5% |
| YTD | +11.8% | +55.8% | -44.0% | -14.1% |
| 1Y | +13.4% | +17.1% | -3.8% | -1.5% |
| 3Y | +33.8% | -54.3% | +88.1% | +67.3% |
| 5Y | -67.2% | -81.6% | +14.4% | -35.9% |
| All | +55.5% | -37.0% | +92.5% | +94.4% |
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