+125.0%
SU vs FIVN
-55.2%
+180.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | +2.2% | -7.8% | +10.1% | +2.5% |
| 30D | +8.4% | -1.7% | +10.2% | +8.5% |
| 3M | +12.1% | +47.2% | -35.1% | +9.7% |
| 6M | +19.7% | +82.7% | -63.0% | +15.8% |
| YTD | +58.4% | +52.9% | +5.5% | +54.7% |
| 1Y | +67.2% | +17.5% | +49.8% | +67.2% |
| 3Y | +125.0% | -55.8% | +180.9% | +128.7% |
| All | +125.0% | -55.2% | +180.3% | +128.7% |
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