+215.1%
GDXJ vs FIVN
+118.5%
+96.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | -2.8% | -7.8% | +5.0% | -2.0% |
| 30D | +5.0% | -1.7% | +6.7% | +5.0% |
| 3M | +24.1% | +47.2% | -23.1% | +18.4% |
| 6M | -7.4% | +82.7% | -90.1% | -14.7% |
| YTD | +10.2% | +52.9% | -42.7% | +3.2% |
| 1Y | +42.5% | +17.5% | +25.1% | +37.2% |
| 3Y | +285.7% | -55.8% | +341.5% | +307.4% |
| 5Y | +231.9% | -82.3% | +314.2% | +273.8% |
| All | +215.1% | +118.5% | +96.6% | +246.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling