-45.0%
ACI vs FIVN
-55.7%
+10.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.3% |
| 7D | -5.0% | -9.6% | +4.5% | -4.6% |
| 30D | -2.3% | -11.9% | +9.6% | -1.8% |
| 3M | -23.2% | +40.1% | -63.3% | -24.4% |
| 6M | -29.5% | +68.3% | -97.8% | -31.1% |
| YTD | -28.6% | +51.5% | -80.1% | -30.1% |
| 1Y | -34.0% | +15.1% | -49.2% | -34.7% |
| All | -45.0% | -55.7% | +10.7% | -44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling