-0.5%
SUNB vs FIVN
+80.1%
-80.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.0% | -0.6% |
| 7D | +6.0% | -7.8% | +13.8% | +5.4% |
| 30D | -9.7% | -1.7% | -8.0% | -9.7% |
| 3M | -9.8% | +47.2% | -57.0% | -5.9% |
| 6M | +3.1% | +82.7% | -79.6% | +8.6% |
| All | -0.5% | +80.1% | -80.6% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling