+4.1%
ACN vs FIVN
+29.8%
-25.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.1% |
| 7D | -3.8% | -2.8% | -1.0% | -3.1% |
| 30D | +16.5% | -17.4% | +33.9% | +21.6% |
| 3M | +41.5% | -19.2% | +60.6% | +48.1% |
| 6M | +60.1% | +29.4% | +30.7% | +42.5% |
| YTD | -3.9% | +36.3% | -40.2% | -16.8% |
| 1Y | +4.1% | +33.5% | -29.4% | -9.7% |
| All | +4.1% | +29.8% | -25.8% | -9.7% |
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