-0.3%
ZS vs FIVN
-55.2%
+54.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.1% |
| 7D | -3.1% | -7.8% | +4.7% | -0.1% |
| 30D | -7.2% | -1.7% | -5.5% | -6.4% |
| 3M | +30.5% | +47.2% | -16.7% | +11.8% |
| 6M | +7.0% | +82.7% | -75.7% | -15.2% |
| YTD | -26.8% | +52.9% | -79.8% | -38.9% |
| 1Y | -42.6% | +17.5% | -60.1% | -48.2% |
| 3Y | -0.3% | -55.8% | +55.5% | +17.1% |
| All | -0.3% | -55.2% | +54.9% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling