+114.7%
ILMN vs FIVN
+15.7%
+98.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.6% |
| 7D | -3.9% | -9.6% | +5.7% | -2.7% |
| 30D | +6.9% | -11.9% | +18.8% | +8.4% |
| 3M | +28.1% | +40.1% | -12.0% | +21.4% |
| 6M | +65.0% | +68.3% | -3.4% | +47.7% |
| YTD | +56.3% | +51.5% | +4.8% | +44.5% |
| All | +114.7% | +15.7% | +98.9% | +117.2% |
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