-6.1%
SUNB vs FIVN
+95.5%
-101.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.4% | +6.4% | +3.8% |
| 7D | -6.3% | -2.3% | -4.0% | -6.4% |
| 30D | -14.2% | +12.4% | -26.6% | -13.3% |
| 3M | -14.7% | +36.0% | -50.8% | -11.7% |
| 6M | -7.9% | +86.0% | -93.9% | -3.6% |
| All | -6.1% | +95.5% | -101.6% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling