+59.3%
OVV vs FIVN
+13.9%
+45.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.4% |
| 7D | -3.8% | -9.6% | +5.8% | -3.9% |
| 30D | +1.3% | -11.9% | +13.2% | +1.1% |
| 3M | +14.3% | +40.1% | -25.7% | +14.9% |
| 6M | +21.1% | +68.3% | -47.2% | +23.2% |
| YTD | +66.0% | +51.5% | +14.5% | +66.6% |
| 1Y | +59.3% | +15.1% | +44.2% | +51.8% |
| All | +59.3% | +13.9% | +45.4% | +51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling