+309.0%
GDXJ vs FIVN
+282.0%
+27.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +1.6% |
| 7D | +0.9% | -9.6% | +10.5% | +1.9% |
| 30D | +8.8% | -11.9% | +20.7% | +10.0% |
| 3M | +29.8% | +40.1% | -10.2% | +25.0% |
| 6M | -5.8% | +68.3% | -74.2% | -11.8% |
| YTD | +13.6% | +51.5% | -37.9% | +7.1% |
| 1Y | +54.5% | +15.1% | +39.3% | +49.4% |
| 3Y | +301.4% | -55.6% | +357.0% | +319.8% |
| 5Y | +236.3% | -82.4% | +318.8% | +272.1% |
| 10Y | +240.1% | +114.5% | +125.6% | +223.2% |
| All | +309.0% | +282.0% | +27.0% | +247.2% |
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