+56.5%
OVV vs FIVN
+105.2%
-48.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.8% |
| 7D | -3.8% | -9.6% | +5.8% | -2.6% |
| 30D | +1.3% | -11.9% | +13.2% | +2.7% |
| 3M | +14.3% | +40.1% | -25.7% | +8.2% |
| 6M | +21.1% | +68.3% | -47.2% | +10.7% |
| YTD | +66.0% | +51.5% | +14.5% | +53.0% |
| 1Y | +59.3% | +15.1% | +44.2% | +52.1% |
| 3Y | +47.6% | -55.6% | +103.1% | +55.0% |
| 5Y | +162.0% | -82.4% | +244.4% | +192.8% |
| 10Y | +56.5% | +114.5% | -58.0% | +36.0% |
| All | +56.5% | +105.2% | -48.7% | +36.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling