+170.6%
ACGL vs FIVN
-81.9%
+252.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.7% |
| 7D | -1.1% | -19.3% | +18.2% | -0.3% |
| 30D | +13.1% | -20.7% | +33.8% | +14.1% |
| 3M | +9.8% | -15.1% | +24.9% | +10.2% |
| 6M | +15.3% | +30.6% | -15.4% | +13.3% |
| YTD | +12.7% | +44.0% | -31.3% | +9.9% |
| 1Y | +20.7% | +45.5% | -24.8% | +17.5% |
| 3Y | +34.3% | -52.8% | +87.1% | +35.1% |
| 5Y | +170.6% | -82.6% | +253.2% | +174.6% |
| All | +170.6% | -81.9% | +252.5% | +174.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling