+17.1%
FIVN vs FGI
+93.1%
-76.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.9% | -8.0% | -6.2% |
| 7D | -8.2% | +5.2% | -13.4% | -8.4% |
| 30D | -8.1% | +65.2% | -73.3% | -11.7% |
| 3M | +34.9% | +30.2% | +4.7% | +30.3% |
| 6M | +72.6% | +87.8% | -15.2% | +66.0% |
| YTD | +55.8% | +32.5% | +23.3% | +50.6% |
| 1Y | +17.1% | +93.6% | -76.4% | +13.9% |
| All | +17.1% | +93.1% | -76.0% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FGI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling