+298.2%
SUI vs FIVN
+318.5%
-20.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | -2.8% | -2.3% | -0.5% | -2.6% |
| 30D | -1.2% | +12.4% | -13.6% | -2.6% |
| 3M | -1.7% | +36.0% | -37.8% | -5.3% |
| 6M | -10.5% | +86.0% | -96.4% | -17.1% |
| YTD | -1.8% | +65.9% | -67.8% | -8.4% |
| 1Y | -4.1% | +26.5% | -30.6% | -8.1% |
| 3Y | +11.3% | -54.2% | +65.5% | +16.2% |
| 5Y | -32.1% | -80.5% | +48.3% | -25.7% |
| 10Y | +110.4% | +109.6% | +0.8% | +97.3% |
| All | +298.2% | +318.5% | -20.3% | +260.3% |
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