-16.0%
ACN vs FIVN
-55.1%
+39.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -5.7% | -17.4% | +11.7% | -1.8% |
| 30D | +17.0% | -20.4% | +37.4% | +22.4% |
| 3M | +39.9% | -9.6% | +49.5% | +41.6% |
| 6M | +50.2% | +34.7% | +15.5% | +37.3% |
| YTD | -4.2% | +40.6% | -44.8% | -14.7% |
| 1Y | +4.3% | +34.3% | -30.0% | -6.5% |
| All | -16.0% | -55.1% | +39.1% | -15.8% |
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 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