+225.4%
ACWI vs FIVN
+115.6%
+109.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.8% |
| 7D | -1.9% | -11.3% | +9.3% | -0.4% |
| 30D | -1.3% | -7.3% | +6.0% | -0.5% |
| 3M | +5.0% | +41.7% | -36.7% | -0.8% |
| 6M | +11.7% | +78.3% | -66.5% | +0.9% |
| YTD | +13.0% | +50.9% | -37.9% | +3.9% |
| 1Y | +19.2% | +19.7% | -0.4% | +13.1% |
| 3Y | +75.0% | -55.7% | +130.8% | +85.7% |
| 5Y | +67.1% | -82.6% | +149.6% | +94.8% |
| All | +225.4% | +115.6% | +109.8% | +172.8% |
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 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