+38.3%
OVV vs FIVN
-55.4%
+93.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.6% | +17.0% | +1.3% |
| 7D | -16.7% | -22.6% | +6.0% | -14.5% |
| 30D | -1.5% | -16.8% | +15.3% | +0.1% |
| 3M | +1.6% | -0.9% | +2.4% | +0.3% |
| 6M | +2.0% | +28.4% | -26.4% | -3.5% |
| YTD | +56.8% | +40.2% | +16.6% | +44.6% |
| 1Y | +64.8% | +30.5% | +34.3% | +53.7% |
| 3Y | +38.3% | -56.2% | +94.5% | +39.5% |
| All | +38.3% | -55.4% | +93.6% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling