+55.0%
ACWI vs FIVN
-81.1%
+136.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.6% | +17.6% | +2.1% |
| 7D | -2.4% | -22.6% | +20.3% | +0.5% |
| 30D | -5.2% | -16.8% | +11.6% | -3.4% |
| 3M | -4.8% | -0.9% | -3.9% | -5.8% |
| 6M | -1.3% | +28.4% | -29.7% | -6.1% |
| YTD | +8.4% | +40.2% | -31.9% | +0.4% |
| 1Y | +11.0% | +30.5% | -19.5% | +3.7% |
| 3Y | +70.6% | -56.2% | +126.8% | +80.7% |
| All | +55.0% | -81.1% | +136.2% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling