+16.5%
SNPS vs FIVN
-81.8%
+98.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.7% | +1.2% |
| 7D | -5.5% | -8.2% | +2.7% | -3.3% |
| 30D | -5.8% | -8.1% | +2.4% | -3.7% |
| 3M | -17.2% | +34.9% | -52.1% | -25.0% |
| 6M | -10.4% | +72.6% | -83.0% | -26.0% |
| YTD | -16.5% | +55.8% | -72.3% | -29.6% |
| 1Y | -35.6% | +17.1% | -52.8% | -40.7% |
| 3Y | -14.6% | -54.3% | +39.7% | -4.6% |
| 5Y | +16.5% | -81.6% | +98.0% | +55.4% |
| All | +16.5% | -81.8% | +98.3% | +55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling