+266.9%
ACGL vs FIVN
+103.9%
+163.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.7% | -2.1% |
| 7D | -2.9% | -8.2% | +5.3% | -2.4% |
| 30D | -2.8% | -8.1% | +5.3% | -2.4% |
| 3M | +6.8% | +34.9% | -28.1% | +4.4% |
| 6M | -1.5% | +72.6% | -74.2% | -5.8% |
| YTD | -0.2% | +55.8% | -56.0% | -4.1% |
| 1Y | +5.3% | +17.1% | -11.9% | +3.0% |
| 3Y | +30.3% | -54.3% | +84.6% | +33.4% |
| 5Y | +151.8% | -81.6% | +233.4% | +171.9% |
| 10Y | +266.9% | +109.2% | +157.7% | +203.5% |
| All | +266.9% | +103.9% | +163.0% | +203.5% |
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