-18.5%
OTIS vs FIVN
-82.6%
+64.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | -5.0% | -11.3% | +6.3% | -4.1% |
| 30D | -6.5% | -7.3% | +0.8% | -6.0% |
| 3M | -2.0% | +41.7% | -43.6% | -5.4% |
| 6M | -20.2% | +78.3% | -98.4% | -25.3% |
| YTD | -21.0% | +50.9% | -71.8% | -25.1% |
| 1Y | -20.9% | +19.7% | -40.5% | -23.2% |
| 3Y | -13.3% | -55.7% | +42.4% | -8.1% |
| 5Y | -18.5% | -82.6% | +64.0% | -10.8% |
| All | -18.5% | -82.6% | +64.1% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling