+220.6%
ZTS vs FIVN
+243.6%
-23.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.5% |
| 7D | +5.6% | -2.8% | +8.4% | +6.0% |
| 30D | +12.1% | -17.4% | +29.5% | +14.8% |
| 3M | +11.3% | -19.2% | +30.4% | +13.8% |
| 6M | +14.3% | +29.4% | -15.0% | +7.9% |
| YTD | -31.9% | +36.3% | -68.1% | -37.2% |
| 1Y | -29.3% | +33.5% | -62.7% | -34.7% |
| 3Y | -48.0% | -56.8% | +8.8% | -44.9% |
| 5Y | -58.9% | -83.0% | +24.1% | -51.8% |
| 10Y | +81.7% | +87.3% | -5.6% | +48.9% |
| All | +220.6% | +243.6% | -23.1% | +137.5% |
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