-26.1%
SUI vs FIVN
-81.1%
+55.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -17.6% | +16.2% | +0.4% |
| 7D | +6.2% | -22.6% | +28.8% | +8.9% |
| 30D | +8.6% | -16.8% | +25.3% | +10.2% |
| 3M | +1.0% | -0.9% | +1.9% | 0.0% |
| 6M | -2.6% | +28.4% | -31.0% | -7.0% |
| YTD | -0.1% | +40.2% | -40.4% | -6.8% |
| 1Y | +0.5% | +30.5% | -30.1% | -5.5% |
| 3Y | +15.3% | -56.2% | +71.5% | +24.3% |
| All | -26.1% | -81.1% | +55.1% | -17.1% |
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