+145.9%
GLDM vs FIVN
-80.6%
+226.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.9% |
| 7D | -0.5% | -2.3% | +1.8% | -0.5% |
| 30D | +4.4% | +12.4% | -8.0% | +4.3% |
| 3M | -1.1% | +36.0% | -37.1% | -1.4% |
| 6M | -13.7% | +86.0% | -99.6% | -14.2% |
| YTD | +2.8% | +65.9% | -63.2% | +2.2% |
| 1Y | +24.8% | +26.5% | -1.7% | +24.6% |
| 3Y | +127.8% | -54.2% | +182.0% | +131.3% |
| All | +145.9% | -80.6% | +226.4% | +146.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling