+1,837.5%
SNDK vs FIVN
+20.3%
+1,817.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.5% |
| 7D | -6.1% | -7.8% | +1.7% | -6.2% |
| 30D | +21.5% | -1.7% | +23.2% | +21.4% |
| 3M | -13.2% | +47.2% | -60.4% | -14.0% |
| 6M | +149.2% | +82.7% | +66.5% | +139.6% |
| YTD | +588.1% | +52.9% | +535.2% | +587.4% |
| 1Y | +1,837.5% | +17.5% | +1,820.1% | +2,072.3% |
| All | +1,837.5% | +20.3% | +1,817.2% | +2,072.3% |
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 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