+304.8%
ACN vs FIVN
+243.6%
+61.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.8% |
| 7D | -3.8% | -2.8% | -1.0% | -3.4% |
| 30D | +16.5% | -17.4% | +33.9% | +19.9% |
| 3M | +41.5% | -19.2% | +60.6% | +46.0% |
| 6M | +60.1% | +29.4% | +30.7% | +50.7% |
| YTD | -3.9% | +36.3% | -40.2% | -11.5% |
| 1Y | +4.1% | +33.5% | -29.4% | -3.8% |
| 3Y | -15.9% | -56.8% | +41.0% | -9.9% |
| 5Y | -26.3% | -83.0% | +56.7% | -12.9% |
| 10Y | +148.2% | +87.3% | +61.0% | +111.7% |
| All | +304.8% | +243.6% | +61.1% | +220.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling