+73.6%
OVV vs FIVN
+33.4%
+40.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.2% |
| 7D | +6.5% | -17.4% | +24.0% | +6.3% |
| 30D | -2.7% | -20.4% | +17.7% | -2.9% |
| 3M | +3.1% | -9.6% | +12.8% | +3.2% |
| 6M | +12.8% | +34.7% | -21.9% | +13.4% |
| YTD | +68.1% | +40.6% | +27.5% | +68.1% |
| 1Y | +73.6% | +34.3% | +39.3% | +74.2% |
| All | +73.6% | +33.4% | +40.2% | +74.2% |
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