+673.5%
SNPS vs FIVN
+92.2%
+581.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +5.1% | -17.4% | +22.5% | +10.1% |
| 30D | -6.4% | -20.4% | +14.0% | -1.2% |
| 3M | +12.2% | -9.6% | +21.9% | +13.7% |
| 6M | -9.8% | +34.7% | -44.5% | -20.4% |
| YTD | -1.5% | +40.6% | -42.1% | -16.4% |
| 1Y | +16.0% | +34.3% | -18.3% | -0.5% |
| 3Y | -10.8% | -55.5% | +44.7% | 0.0% |
| 5Y | +33.3% | -82.5% | +115.8% | +85.5% |
| All | +673.5% | +92.2% | +581.3% | +511.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling