-43.0%
ACN vs FIVN
-55.7%
+12.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.1% |
| 7D | -6.3% | -9.6% | +3.3% | -4.0% |
| 30D | -1.4% | -11.9% | +10.5% | +1.5% |
| 3M | +2.6% | +40.1% | -37.5% | -6.1% |
| 6M | -14.3% | +68.3% | -82.6% | -25.5% |
| YTD | -33.1% | +51.5% | -84.6% | -40.8% |
| 1Y | -28.8% | +15.1% | -43.9% | -34.0% |
| All | -43.0% | -55.7% | +12.6% | -42.7% |
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 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