+445.1%
ACGL vs FIVN
+318.5%
+126.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.6% |
| 7D | -0.7% | -2.3% | +1.5% | -0.6% |
| 30D | -1.0% | +12.4% | -13.4% | -1.8% |
| 3M | +11.0% | +36.0% | -25.0% | +8.8% |
| 6M | -0.3% | +86.0% | -86.3% | -4.4% |
| YTD | +2.3% | +65.9% | -63.7% | -1.5% |
| 1Y | +6.4% | +26.5% | -20.1% | +3.9% |
| 3Y | +34.0% | -54.2% | +88.2% | +36.5% |
| 5Y | +161.6% | -80.5% | +242.1% | +176.0% |
| 10Y | +278.6% | +109.6% | +168.9% | +239.1% |
| All | +445.1% | +318.5% | +126.6% | +382.2% |
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