+59.1%
ACWI vs FIVN
-82.9%
+142.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | +2.4% | -2.8% | +5.3% | +2.8% |
| 30D | -1.7% | -17.4% | +15.7% | +0.3% |
| 3M | -3.9% | -19.2% | +15.2% | -2.1% |
| 6M | +0.8% | +29.4% | -28.6% | -4.4% |
| YTD | +11.0% | +36.3% | -25.2% | +3.1% |
| 1Y | +13.1% | +33.5% | -20.4% | +5.1% |
| 3Y | +73.9% | -56.8% | +130.7% | +84.9% |
| All | +59.1% | -82.9% | +142.1% | +85.9% |
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 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