+0.5%
SUNB vs FIVN
+78.4%
-77.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.8% | +8.7% | +5.7% |
| 7D | +9.4% | -9.6% | +19.0% | +8.6% |
| 30D | -6.9% | -11.9% | +5.0% | -7.7% |
| 3M | -11.3% | +40.1% | -51.4% | -7.8% |
| 6M | -1.8% | +68.3% | -70.1% | +2.0% |
| All | +0.5% | +78.4% | -77.9% | +5.0% |
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