+357.1%
SSNC vs FIVN
+292.8%
+64.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.1% | +2.3% | -2.7% |
| 7D | -1.8% | -8.2% | +6.4% | -0.2% |
| 30D | +1.9% | -8.1% | +10.0% | +3.3% |
| 3M | +18.4% | +34.9% | -16.5% | +11.0% |
| 6M | +7.0% | +72.6% | -65.7% | -5.6% |
| YTD | -6.9% | +55.8% | -62.7% | -16.7% |
| 1Y | -8.2% | +17.1% | -25.3% | -13.7% |
| 3Y | +50.5% | -54.3% | +104.8% | +61.8% |
| 5Y | +17.4% | -81.6% | +98.9% | +41.2% |
| 10Y | +164.9% | +109.2% | +55.8% | +106.7% |
| All | +357.1% | +292.8% | +64.2% | +227.6% |
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 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