+227.1%
ACWI vs FIVN
+104.7%
+122.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.0% |
| 7D | -0.7% | -22.8% | +22.1% | +2.5% |
| 30D | -2.0% | -21.3% | +19.3% | +0.7% |
| 3M | -2.2% | -14.0% | +11.8% | -1.0% |
| 6M | +1.9% | +31.1% | -29.2% | -3.7% |
| YTD | +12.0% | +40.0% | -28.0% | +3.3% |
| 1Y | +12.5% | +38.1% | -25.5% | +3.9% |
| 3Y | +75.4% | -55.7% | +131.1% | +84.9% |
| 5Y | +61.5% | -82.5% | +144.0% | +87.4% |
| 10Y | +227.1% | +92.4% | +134.7% | +175.9% |
| All | +227.1% | +104.7% | +122.4% | +175.9% |
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