+152.3%
ACN vs FIVN
+86.2%
+66.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.9% |
| 7D | -3.8% | -2.8% | -1.0% | -3.3% |
| 30D | +16.5% | -17.4% | +33.9% | +20.3% |
| 3M | +41.5% | -19.2% | +60.6% | +46.6% |
| 6M | +60.1% | +29.4% | +30.7% | +49.3% |
| YTD | -3.9% | +36.3% | -40.2% | -12.6% |
| 1Y | +4.1% | +33.5% | -29.4% | -5.0% |
| 3Y | -15.9% | -56.8% | +41.0% | -9.1% |
| 5Y | -26.3% | -83.0% | +56.7% | -10.2% |
| All | +152.3% | +86.2% | +66.1% | +106.1% |
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 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