+104.4%
SUI vs FIVN
+103.9%
+0.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -0.8% |
| 7D | -3.1% | -8.2% | +5.1% | -2.2% |
| 30D | -2.3% | -8.1% | +5.8% | -1.5% |
| 3M | -2.8% | +34.9% | -37.7% | -6.9% |
| 6M | -12.4% | +72.6% | -85.0% | -19.3% |
| YTD | -3.3% | +55.8% | -59.1% | -10.3% |
| 1Y | -5.8% | +17.1% | -23.0% | -9.7% |
| 3Y | +12.5% | -54.3% | +66.8% | +19.1% |
| 5Y | -32.9% | -81.6% | +48.7% | -23.7% |
| 10Y | +104.4% | +109.2% | -4.8% | +81.8% |
| All | +104.4% | +103.9% | +0.6% | +81.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling