+33.3%
ACI vs FIVN
-74.7%
+107.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | +2.3% | -2.8% | +5.1% | +2.4% |
| 30D | +1.2% | -17.4% | +18.7% | +1.8% |
| 3M | +6.8% | -19.2% | +26.0% | +7.4% |
| 6M | -18.7% | +29.4% | -48.1% | -19.4% |
| YTD | -20.2% | +36.3% | -56.5% | -21.1% |
| 1Y | -23.7% | +33.5% | -57.2% | -24.6% |
| 3Y | -31.6% | -56.8% | +25.2% | -31.2% |
| 5Y | -42.8% | -83.0% | +40.2% | -42.6% |
| All | +33.3% | -74.7% | +107.9% | +18.9% |
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