+222.2%
ACWI vs FIVN
+109.8%
+112.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.3% |
| 7D | +0.3% | -19.3% | +19.6% | +2.9% |
| 30D | -2.8% | -20.7% | +17.9% | -0.2% |
| 3M | -3.2% | -15.1% | +11.9% | -1.9% |
| 6M | +1.3% | +30.6% | -29.4% | -4.1% |
| YTD | +11.2% | +44.0% | -32.8% | +2.3% |
| 1Y | +13.8% | +45.5% | -31.7% | +4.3% |
| 3Y | +76.2% | -52.8% | +129.0% | +84.0% |
| 5Y | +59.5% | -82.6% | +142.1% | +85.2% |
| 10Y | +222.2% | +109.4% | +112.8% | +173.2% |
| All | +222.2% | +109.8% | +112.4% | +173.2% |
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