+112.8%
GLDM vs FIVN
-82.8%
+195.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.2% |
| 7D | -2.0% | -22.8% | +20.8% | -1.7% |
| 30D | -4.4% | -21.3% | +16.9% | -4.2% |
| 3M | -8.8% | -14.0% | +5.1% | -8.7% |
| 6M | -15.9% | +31.1% | -47.0% | -16.1% |
| YTD | -7.7% | +40.0% | -47.7% | -8.0% |
| 1Y | -3.6% | +38.1% | -41.7% | -3.9% |
| 3Y | +105.2% | -55.7% | +160.9% | +108.2% |
| 5Y | +112.8% | -82.5% | +195.3% | +117.4% |
| All | +112.8% | -82.8% | +195.6% | +117.4% |
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