+17.6%
SSNC vs FIVN
-82.6%
+100.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -6.7% | -11.3% | +4.5% | -4.6% |
| 30D | -0.8% | -7.3% | +6.5% | +0.5% |
| 3M | +16.1% | +41.7% | -25.6% | +7.6% |
| 6M | +7.9% | +78.3% | -70.3% | -5.8% |
| YTD | -8.7% | +50.9% | -59.6% | -18.1% |
| 1Y | -9.5% | +19.7% | -29.2% | -15.4% |
| 3Y | +47.7% | -55.7% | +103.4% | +60.8% |
| 5Y | +17.6% | -82.6% | +100.2% | +38.6% |
| All | +17.6% | -82.6% | +100.3% | +38.6% |
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