+212.2%
SLV vs FIVN
+318.5%
-106.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.1% |
| 7D | -0.3% | -2.3% | +2.0% | -0.2% |
| 30D | +6.7% | +12.4% | -5.7% | +5.9% |
| 3M | -10.7% | +36.0% | -46.7% | -12.4% |
| 6M | -20.6% | +86.0% | -106.6% | -23.8% |
| YTD | -7.1% | +65.9% | -73.1% | -10.5% |
| 1Y | +62.0% | +26.5% | +35.5% | +58.2% |
| 3Y | +169.8% | -54.2% | +224.0% | +174.1% |
| 5Y | +161.5% | -80.5% | +241.9% | +170.7% |
| 10Y | +224.4% | +109.6% | +114.8% | +219.1% |
| All | +212.2% | +318.5% | -106.3% | +193.3% |
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 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