+124.8%
SEI vs FIVN
+20.3%
+104.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +5.2% |
| 7D | +22.6% | -7.8% | +30.4% | +22.1% |
| 30D | +9.1% | -1.7% | +10.8% | +8.9% |
| 3M | -11.3% | +47.2% | -58.5% | -10.3% |
| 6M | +22.0% | +82.7% | -60.7% | +21.3% |
| YTD | +47.3% | +52.9% | -5.6% | +51.2% |
| 1Y | +124.8% | +17.5% | +107.3% | +185.3% |
| All | +124.8% | +20.3% | +104.4% | +185.3% |
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