-67.3%
ZYBT vs FIVN
-26.8%
-40.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -2.5% | -11.3% | +8.8% | +0.8% |
| 30D | -1.2% | -7.3% | +6.1% | +0.6% |
| 3M | +76.7% | +41.7% | +35.0% | +64.5% |
| 6M | +103.6% | +78.3% | +25.3% | +71.2% |
| YTD | +38.3% | +50.9% | -12.6% | +21.6% |
| 1Y | -84.7% | +19.7% | -104.4% | -85.1% |
| All | -67.3% | -26.8% | -40.5% | -72.4% |
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