-49.2%
ACM vs FIVN
+15.3%
-64.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -5.9% | -11.3% | +5.4% | -4.1% |
| 30D | -6.2% | -7.3% | +1.1% | -5.2% |
| 3M | -7.9% | +41.7% | -49.6% | -12.6% |
| 6M | -30.6% | +78.3% | -108.9% | -36.9% |
| YTD | -33.3% | +50.9% | -84.2% | -37.7% |
| 1Y | -49.2% | +19.7% | -68.9% | -49.8% |
| All | -49.2% | +15.3% | -64.5% | -49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling