-21.0%
OTIS vs FIVN
+20.3%
-41.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.8% |
| 7D | -3.0% | -7.8% | +4.9% | -2.9% |
| 30D | -6.0% | -1.7% | -4.3% | -6.0% |
| 3M | -0.9% | +47.2% | -48.1% | -0.7% |
| 6M | -17.3% | +82.7% | -100.0% | -17.6% |
| YTD | -19.6% | +52.9% | -72.5% | -19.3% |
| 1Y | -21.0% | +17.5% | -38.5% | -20.4% |
| All | -21.0% | +20.3% | -41.4% | -20.4% |
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