+55.5%
ZTS vs FIVN
+115.6%
-60.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -4.5% | -11.3% | +6.8% | -2.8% |
| 30D | -3.3% | -7.3% | +4.0% | -2.3% |
| 3M | -9.7% | +41.7% | -51.4% | -15.5% |
| 6M | -38.8% | +78.3% | -117.1% | -45.7% |
| YTD | -41.2% | +50.9% | -92.1% | -46.7% |
| 1Y | -50.3% | +19.7% | -70.0% | -53.3% |
| 3Y | -59.1% | -55.7% | -3.4% | -56.1% |
| 5Y | -62.8% | -82.6% | +19.8% | -55.1% |
| All | +55.5% | +115.6% | -60.1% | +17.4% |
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 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