+689.9%
SEI vs FIVN
+37.8%
+652.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.8% | +8.6% | +6.2% |
| 7D | +28.2% | -9.6% | +37.8% | +29.7% |
| 30D | +15.5% | -11.9% | +27.4% | +17.0% |
| 3M | -1.4% | +40.1% | -41.5% | -7.6% |
| 6M | +37.4% | +68.3% | -30.9% | +23.1% |
| YTD | +47.8% | +51.5% | -3.7% | +33.6% |
| 1Y | +174.3% | +15.1% | +159.2% | +159.7% |
| 3Y | +598.5% | -55.6% | +654.0% | +636.2% |
| 5Y | +1,026.2% | -82.4% | +1,108.6% | +1,172.4% |
| All | +689.9% | +37.8% | +652.1% | +512.6% |
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 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