+99.8%
SLV vs FIVN
-82.8%
+182.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.3% |
| 7D | -1.1% | -22.8% | +21.7% | +0.7% |
| 30D | -14.2% | -21.3% | +7.1% | -12.8% |
| 3M | -20.3% | -14.0% | -6.3% | -19.7% |
| 6M | -40.2% | +31.1% | -71.3% | -41.7% |
| YTD | -27.6% | +40.0% | -67.6% | -30.5% |
| 1Y | +0.4% | +38.1% | -37.6% | -3.6% |
| 3Y | +129.4% | -55.7% | +185.0% | +135.9% |
| 5Y | +99.8% | -82.5% | +182.3% | +109.3% |
| All | +99.8% | -82.8% | +182.6% | +109.3% |
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