-38.3%
ZYBT vs FIVN
+55.4%
-93.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.9% |
| 7D | -3.5% | -3.4% | -0.1% | -2.9% |
| 30D | +15.1% | +5.8% | +9.4% | +14.4% |
| 3M | +7.0% | +22.0% | -15.0% | +4.2% |
| 6M | +37.7% | +55.7% | -18.1% | +32.6% |
| YTD | +19.1% | +81.3% | -62.2% | +6.9% |
| 1Y | -38.3% | +58.0% | -96.3% | -42.2% |
| All | -38.3% | +55.4% | -93.7% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling