+937.8%
SNPS vs FIVN
+318.5%
+619.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.0% | -4.8% |
| 7D | -11.0% | -2.3% | -8.7% | -10.5% |
| 30D | -1.7% | +12.4% | -14.1% | -5.0% |
| 3M | -20.4% | +36.0% | -56.4% | -27.1% |
| 6M | -8.6% | +86.0% | -94.6% | -24.0% |
| YTD | -16.2% | +65.9% | -82.1% | -28.8% |
| 1Y | -34.6% | +26.5% | -61.1% | -40.3% |
| 3Y | -14.5% | -54.2% | +39.8% | -5.8% |
| 5Y | +17.0% | -80.5% | +97.4% | +48.6% |
| 10Y | +560.0% | +109.6% | +450.4% | +477.4% |
| All | +937.8% | +318.5% | +619.3% | +739.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling