+93.9%
ILMN vs FIVN
+55.4%
+38.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.6% | -6.5% | -5.1% |
| 7D | -21.6% | -3.4% | -18.2% | -21.2% |
| 30D | -22.9% | +5.8% | -28.6% | -23.2% |
| 3M | +11.6% | +22.0% | -10.4% | +9.4% |
| 6M | +62.5% | +55.7% | +6.8% | +54.3% |
| YTD | +72.7% | +81.3% | -8.6% | +57.9% |
| 1Y | +93.9% | +58.0% | +35.9% | +80.5% |
| All | +93.9% | +55.4% | +38.4% | +80.5% |
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