-79.5%
ZYBT vs FIVN
+27.5%
-107.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.8% |
| 7D | -6.9% | -2.3% | -4.6% | -6.5% |
| 30D | -31.8% | +12.4% | -44.2% | -33.3% |
| 3M | +94.0% | +36.0% | +58.0% | +88.0% |
| 6M | +99.0% | +86.0% | +13.0% | +76.2% |
| YTD | +40.0% | +65.9% | -25.9% | +25.2% |
| 1Y | -79.5% | +26.5% | -106.0% | -81.5% |
| All | -79.5% | +27.5% | -107.0% | -81.5% |
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 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