+686.9%
SEI vs FIVN
+39.1%
+647.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.9% |
| 7D | +22.6% | -7.8% | +30.4% | +23.7% |
| 30D | +9.1% | -1.7% | +10.8% | +8.9% |
| 3M | -11.3% | +47.2% | -58.5% | -17.5% |
| 6M | +22.0% | +82.7% | -60.7% | +8.0% |
| YTD | +47.3% | +52.9% | -5.6% | +33.0% |
| 1Y | +124.8% | +17.5% | +107.3% | +112.4% |
| 3Y | +591.3% | -55.8% | +647.1% | +629.2% |
| 5Y | +1,008.2% | -82.3% | +1,090.5% | +1,151.1% |
| All | +686.9% | +39.1% | +647.8% | +509.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling