-52.1%
OUST vs FIVN
-81.8%
+29.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.1% | +9.0% | +5.8% |
| 7D | +12.7% | -8.2% | +20.9% | +17.1% |
| 30D | -13.6% | -8.1% | -5.5% | -11.3% |
| 3M | -8.3% | +34.9% | -43.2% | -25.7% |
| 6M | +85.0% | +72.6% | +12.3% | +24.4% |
| YTD | +73.2% | +55.8% | +17.5% | +21.3% |
| 1Y | +32.5% | +17.1% | +15.3% | +10.2% |
| 3Y | +643.8% | -54.3% | +698.2% | +890.8% |
| 5Y | -52.1% | -81.6% | +29.4% | -4.9% |
| All | -52.1% | -81.8% | +29.7% | -4.9% |
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