+10.7%
SNDU vs FIVN
+120.8%
-110.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.6% | -17.4% | -15.7% |
| 7D | -48.0% | -3.4% | -44.6% | -48.2% |
| 30D | -66.4% | +5.8% | -72.2% | -66.2% |
| 3M | -58.7% | +22.0% | -80.8% | -56.5% |
| 6M | -68.6% | +55.7% | -124.3% | -63.5% |
| All | +10.7% | +120.8% | -110.2% | +7.3% |
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