-59.0%
ZTS vs FIVN
-55.7%
-3.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | -0.1% |
| 7D | -3.8% | -9.6% | +5.8% | -2.8% |
| 30D | -2.0% | -11.9% | +9.9% | -0.9% |
| 3M | -10.2% | +40.1% | -50.3% | -14.0% |
| 6M | -39.4% | +68.3% | -107.8% | -43.9% |
| YTD | -40.8% | +51.5% | -92.3% | -44.7% |
| 1Y | -50.1% | +15.1% | -65.2% | -51.6% |
| All | -59.0% | -55.7% | -3.3% | -55.8% |
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 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