+26.3%
ACI vs FIVN
-69.1%
+95.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | +0.2% | -2.3% | +2.5% | +0.2% |
| 30D | +5.9% | +12.4% | -6.5% | +5.5% |
| 3M | -19.8% | +36.0% | -55.8% | -20.6% |
| 6M | -24.7% | +86.0% | -110.7% | -26.1% |
| YTD | -24.4% | +65.9% | -90.3% | -25.6% |
| 1Y | -31.5% | +26.5% | -58.0% | -32.2% |
| 3Y | -38.7% | -54.2% | +15.5% | -38.6% |
| 5Y | -42.8% | -80.5% | +37.6% | -43.2% |
| All | +26.3% | -69.1% | +95.4% | +12.1% |
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