+70.1%
SU vs FIVN
+27.5%
+42.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.4% |
| 7D | +2.9% | -2.3% | +5.2% | +2.8% |
| 30D | +7.2% | +12.4% | -5.2% | +7.9% |
| 3M | +2.8% | +36.0% | -33.2% | +4.6% |
| 6M | +18.2% | +86.0% | -67.8% | +23.6% |
| YTD | +54.0% | +65.9% | -12.0% | +59.6% |
| 1Y | +70.1% | +26.5% | +43.6% | +69.9% |
| All | +70.1% | +27.5% | +42.6% | +69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling