+92.6%
FNV vs SPY
+79.8%
+12.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -3.4% | -2.0% | -1.4% | -2.4% |
| 30D | +8.5% | -1.7% | +10.1% | +9.5% |
| 3M | +25.5% | +4.7% | +20.8% | +22.4% |
| 6M | -0.2% | +12.5% | -12.7% | -5.9% |
| YTD | +26.4% | +11.7% | +14.7% | +19.7% |
| 1Y | +31.9% | +17.5% | +14.4% | +22.0% |
| 3Y | +92.6% | +76.6% | +16.0% | +43.9% |
| 5Y | +92.6% | +82.0% | +10.5% | +37.3% |
| All | +92.6% | +79.8% | +12.8% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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