+73.7%
ILMN vs FIVN
+36.2%
+37.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.0% |
| 7D | -6.0% | -22.8% | +16.8% | -3.6% |
| 30D | -23.0% | -21.3% | -1.7% | -21.2% |
| 3M | +10.4% | -14.0% | +24.4% | +11.9% |
| 6M | +49.4% | +31.1% | +18.3% | +43.7% |
| YTD | +62.3% | +40.0% | +22.3% | +52.1% |
| 1Y | +73.7% | +38.1% | +35.6% | +62.5% |
| All | +73.7% | +36.2% | +37.5% | +62.5% |
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