+496.1%
ACGL vs FIVN
+253.7%
+242.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -17.6% | +14.7% | -2.0% |
| 7D | +0.9% | -22.6% | +23.5% | +2.2% |
| 30D | +13.7% | -16.8% | +30.5% | +14.6% |
| 3M | +8.0% | -0.9% | +8.9% | +7.6% |
| 6M | +13.3% | +28.4% | -15.1% | +10.9% |
| YTD | +11.8% | +40.2% | -28.4% | +8.4% |
| 1Y | +22.2% | +30.5% | -8.3% | +18.8% |
| 3Y | +32.5% | -56.2% | +88.7% | +34.9% |
| 5Y | +160.2% | -81.0% | +241.2% | +173.9% |
| 10Y | +338.5% | +105.3% | +233.3% | +294.0% |
| All | +496.1% | +253.7% | +242.4% | +430.6% |
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 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