+83.5%
OVV vs FIVN
-81.1%
+164.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.6% | +17.0% | +1.8% |
| 7D | -16.7% | -22.6% | +6.0% | -13.9% |
| 30D | -1.5% | -16.8% | +15.3% | +0.5% |
| 3M | +1.6% | -0.9% | +2.4% | +0.1% |
| 6M | +2.0% | +28.4% | -26.4% | -4.4% |
| YTD | +56.8% | +40.2% | +16.6% | +42.3% |
| 1Y | +64.8% | +30.5% | +34.3% | +51.1% |
| 3Y | +38.3% | -56.2% | +94.5% | +47.2% |
| All | +83.5% | -81.1% | +164.6% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling