-58.7%
ZTS vs FIVN
-82.9%
+24.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.4% |
| 7D | +5.6% | -2.8% | +8.4% | +5.9% |
| 30D | +12.1% | -17.4% | +29.5% | +14.6% |
| 3M | +11.3% | -19.2% | +30.4% | +13.7% |
| 6M | +14.3% | +29.4% | -15.0% | +8.2% |
| YTD | -31.9% | +36.3% | -68.1% | -37.0% |
| 1Y | -29.3% | +33.5% | -62.7% | -34.4% |
| 3Y | -48.0% | -56.8% | +8.8% | -44.3% |
| All | -58.7% | -82.9% | +24.2% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling