-79.8%
ABCL vs FIVN
-82.4%
+2.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -17.6% | +24.4% | +12.8% |
| 7D | -3.2% | -22.6% | +19.4% | +4.8% |
| 30D | -7.4% | -16.8% | +9.4% | -2.5% |
| 3M | +81.9% | -0.9% | +82.8% | +76.8% |
| 6M | +135.7% | +28.4% | +107.3% | +104.8% |
| YTD | +247.4% | +40.2% | +207.1% | +182.1% |
| 1Y | +162.3% | +30.5% | +131.7% | +119.1% |
| 3Y | +165.5% | -56.2% | +221.7% | +216.9% |
| 5Y | -21.3% | -81.0% | +59.7% | +20.5% |
| All | -79.8% | -82.4% | +2.6% | -69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling