+327.2%
ACGL vs FIVN
+104.4%
+222.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -17.6% | +14.7% | -1.9% |
| 7D | +0.9% | -22.6% | +23.5% | +2.4% |
| 30D | +13.7% | -16.8% | +30.5% | +14.8% |
| 3M | +8.0% | -0.9% | +8.9% | +7.5% |
| 6M | +13.3% | +28.4% | -15.1% | +10.6% |
| YTD | +11.8% | +40.2% | -28.4% | +7.8% |
| 1Y | +22.2% | +30.5% | -8.3% | +18.3% |
| 3Y | +32.5% | -56.2% | +88.7% | +35.6% |
| 5Y | +160.2% | -81.0% | +241.2% | +178.6% |
| All | +327.2% | +104.4% | +222.9% | +256.8% |
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