+69.1%
OTIS vs FIVN
-51.1%
+120.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.7% |
| 7D | -3.0% | -7.8% | +4.9% | -2.4% |
| 30D | -6.0% | -1.7% | -4.3% | -6.0% |
| 3M | -0.9% | +47.2% | -48.1% | -4.1% |
| 6M | -17.3% | +82.7% | -100.0% | -22.0% |
| YTD | -19.6% | +52.9% | -72.5% | -23.2% |
| 1Y | -21.0% | +17.5% | -38.5% | -22.9% |
| 3Y | -12.1% | -55.8% | +43.7% | -8.4% |
| 5Y | -17.1% | -82.3% | +65.3% | -11.8% |
| All | +69.1% | -51.1% | +120.2% | +98.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling