+170.7%
SSNC vs FIVN
+118.5%
+52.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.4% |
| 7D | -4.0% | -7.8% | +3.8% | -2.4% |
| 30D | +0.5% | -1.7% | +2.3% | +0.8% |
| 3M | +18.9% | +47.2% | -28.3% | +8.8% |
| 6M | +10.8% | +82.7% | -71.9% | -4.8% |
| YTD | -7.1% | +52.9% | -60.1% | -17.6% |
| 1Y | -9.6% | +17.5% | -27.1% | -15.7% |
| 3Y | +51.1% | -55.8% | +106.9% | +65.5% |
| 5Y | +19.7% | -82.3% | +102.0% | +50.5% |
| All | +170.7% | +118.5% | +52.1% | +82.9% |
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