+216.5%
SLV vs FIVN
+115.6%
+100.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.3% |
| 7D | -5.0% | -11.3% | +6.3% | -4.3% |
| 30D | -1.8% | -7.3% | +5.5% | -1.4% |
| 3M | -0.3% | +41.7% | -42.0% | -2.8% |
| 6M | -28.2% | +78.3% | -106.5% | -31.5% |
| YTD | -10.7% | +50.9% | -61.6% | -14.1% |
| 1Y | +53.7% | +19.7% | +34.0% | +49.9% |
| 3Y | +173.7% | -55.7% | +229.4% | +180.2% |
| 5Y | +161.5% | -82.6% | +244.0% | +176.6% |
| All | +216.5% | +115.6% | +100.8% | +226.6% |
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 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