+41.2%
GDX vs FIVN
+15.3%
+25.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | -5.4% | -11.3% | +5.9% | -5.1% |
| 30D | +6.6% | -7.3% | +13.9% | +6.8% |
| 3M | +30.1% | +41.7% | -11.6% | +29.8% |
| 6M | -7.1% | +78.3% | -85.4% | -8.0% |
| YTD | +12.0% | +50.9% | -38.9% | +11.5% |
| 1Y | +41.2% | +19.7% | +21.5% | +44.5% |
| All | +41.2% | +15.3% | +25.9% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling