+287.7%
TGT vs FIVN
+292.8%
-5.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.1% | -0.3% |
| 7D | -0.6% | -8.2% | +7.6% | +0.4% |
| 30D | +9.5% | -8.1% | +17.6% | +10.5% |
| 3M | +32.3% | +34.9% | -2.6% | +26.8% |
| 6M | +37.0% | +72.6% | -35.6% | +26.1% |
| YTD | +71.0% | +55.8% | +15.3% | +58.6% |
| 1Y | +85.0% | +17.1% | +67.9% | +77.4% |
| 3Y | +46.8% | -54.3% | +101.1% | +52.9% |
| 5Y | -22.7% | -81.6% | +58.8% | -14.8% |
| 10Y | +216.3% | +109.2% | +107.1% | +204.0% |
| All | +287.7% | +292.8% | -5.1% | +264.5% |
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