+55.8%
OVV vs FIVN
+111.0%
-55.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.1% | -0.2% |
| 7D | -3.7% | -8.2% | +4.5% | -2.7% |
| 30D | +8.0% | -8.1% | +16.1% | +9.0% |
| 3M | +11.3% | +34.9% | -23.6% | +5.9% |
| 6M | +24.0% | +72.6% | -48.6% | +13.0% |
| YTD | +65.3% | +55.8% | +9.6% | +51.8% |
| 1Y | +60.2% | +17.1% | +43.0% | +52.7% |
| 3Y | +46.9% | -54.3% | +101.3% | +53.8% |
| 5Y | +158.7% | -81.6% | +240.3% | +187.5% |
| All | +55.8% | +111.0% | -55.2% | +35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling