+358.0%
GDX vs FIVN
+318.5%
+39.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.0% |
| 7D | -0.4% | -2.3% | +1.9% | -0.2% |
| 30D | +18.6% | +12.4% | +6.2% | +17.5% |
| 3M | +14.9% | +36.0% | -21.1% | +12.2% |
| 6M | -6.3% | +86.0% | -92.2% | -10.9% |
| YTD | +15.7% | +65.9% | -50.2% | +10.6% |
| 1Y | +54.8% | +26.5% | +28.3% | +50.5% |
| 3Y | +253.4% | -54.2% | +307.7% | +264.3% |
| 5Y | +219.7% | -80.5% | +300.1% | +238.3% |
| 10Y | +300.2% | +109.6% | +190.6% | +294.1% |
| All | +358.0% | +318.5% | +39.6% | +309.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling