-26.7%
ZTS vs FIVN
+55.4%
-82.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +7.4% |
| 7D | +15.4% | -3.4% | +18.8% | +15.5% |
| 30D | +25.8% | +5.8% | +20.0% | +25.4% |
| 3M | +18.1% | +22.0% | -3.9% | +17.5% |
| 6M | -19.7% | +55.7% | -75.5% | -21.4% |
| YTD | -27.5% | +81.3% | -108.8% | -29.7% |
| 1Y | -26.7% | +58.0% | -84.7% | -27.1% |
| All | -26.7% | +55.4% | -82.1% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling