+48.5%
SSNC vs FIVN
-55.8%
+104.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -6.7% | -11.3% | +4.5% | -4.8% |
| 30D | -0.8% | -7.3% | +6.5% | +0.4% |
| 3M | +16.1% | +41.7% | -25.6% | +8.1% |
| 6M | +7.9% | +78.3% | -70.3% | -4.9% |
| YTD | -8.7% | +50.9% | -59.6% | -17.4% |
| 1Y | -9.5% | +19.7% | -29.2% | -14.8% |
| All | +48.5% | -55.8% | +104.4% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling