+109.7%
SEI vs FIVN
+27.5%
+82.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.4% | +5.9% | +3.3% |
| 7D | +10.2% | -2.3% | +12.5% | +10.1% |
| 30D | -1.0% | +12.4% | -13.4% | -0.5% |
| 3M | -27.9% | +36.0% | -63.9% | -25.8% |
| 6M | +10.4% | +86.0% | -75.6% | +12.7% |
| YTD | +20.1% | +65.9% | -45.8% | +24.8% |
| 1Y | +109.7% | +26.5% | +83.2% | +131.9% |
| All | +109.7% | +27.5% | +82.3% | +131.9% |
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