-51.3%
OUST vs FIVN
-81.1%
+29.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -17.6% | +31.6% | +22.1% |
| 7D | +17.0% | -22.6% | +39.6% | +29.5% |
| 30D | -16.5% | -16.8% | +0.3% | -10.7% |
| 3M | -23.7% | -0.9% | -22.8% | -28.1% |
| 6M | +18.4% | +28.4% | -10.0% | -5.7% |
| YTD | +60.8% | +40.2% | +20.5% | +14.7% |
| 1Y | +44.2% | +30.5% | +13.7% | +6.7% |
| 3Y | +668.1% | -56.2% | +724.3% | +911.9% |
| All | -51.3% | -81.1% | +29.9% | -2.6% |
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