+305.1%
SUI vs FIVN
+253.7%
+51.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -17.6% | +16.2% | +0.2% |
| 7D | +6.2% | -22.6% | +28.8% | +8.6% |
| 30D | +8.6% | -16.8% | +25.3% | +10.1% |
| 3M | +1.0% | -0.9% | +1.9% | +0.2% |
| 6M | -2.6% | +28.4% | -31.0% | -6.3% |
| YTD | -0.1% | +40.2% | -40.4% | -5.8% |
| 1Y | +0.5% | +30.5% | -30.1% | -4.7% |
| 3Y | +15.3% | -56.2% | +71.5% | +20.2% |
| 5Y | -26.1% | -81.0% | +54.8% | -19.2% |
| 10Y | +117.8% | +105.3% | +12.6% | +105.6% |
| All | +305.1% | +253.7% | +51.4% | +270.4% |
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