-5.2%
TJX vs FIVN
+27.5%
-32.7%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.4% | -0.1% |
| 7D | -2.2% | -2.3% | 0.0% | -2.3% |
| 30D | -17.1% | +12.4% | -29.5% | -17.0% |
| 3M | -16.5% | +36.0% | -52.5% | -16.1% |
| 6M | -17.8% | +86.0% | -103.8% | -16.9% |
| YTD | -13.2% | +65.9% | -79.2% | -12.0% |
| 1Y | -5.2% | +26.5% | -31.7% | -4.6% |
| All | -5.2% | +27.5% | -32.7% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling