+188.0%
ZTS vs FIVN
+318.5%
-130.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -2.0% | -2.3% | +0.3% | -1.7% |
| 30D | +1.9% | +12.4% | -10.5% | -0.4% |
| 3M | -4.0% | +36.0% | -40.0% | -9.2% |
| 6M | -39.1% | +86.0% | -125.1% | -45.7% |
| YTD | -38.8% | +65.9% | -104.7% | -44.8% |
| 1Y | -49.6% | +26.5% | -76.1% | -52.7% |
| 3Y | -59.0% | -54.2% | -4.8% | -56.5% |
| 5Y | -61.8% | -80.5% | +18.7% | -55.9% |
| 10Y | +61.4% | +109.6% | -48.2% | +30.4% |
| All | +188.0% | +318.5% | -130.5% | +108.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling