+41.7%
TGT vs FIVN
-55.8%
+97.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -5.0% | -11.3% | +6.2% | -3.5% |
| 30D | +3.0% | -7.3% | +10.3% | +4.0% |
| 3M | +22.6% | +41.7% | -19.1% | +16.1% |
| 6M | +31.2% | +78.3% | -47.1% | +18.2% |
| YTD | +63.7% | +50.9% | +12.8% | +50.9% |
| 1Y | +78.5% | +19.7% | +58.8% | +71.2% |
| All | +41.7% | -55.8% | +97.5% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling