-26.5%
OVV vs FIVN
+249.1%
-275.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +2.3% |
| 7D | -7.3% | -22.4% | +15.2% | -4.4% |
| 30D | -3.6% | -23.8% | +20.2% | -0.5% |
| 3M | -2.6% | -19.5% | +16.9% | -0.8% |
| 6M | +7.6% | +25.6% | -18.0% | +1.9% |
| YTD | +59.6% | +38.4% | +21.2% | +46.7% |
| 1Y | +62.2% | +33.7% | +28.5% | +49.5% |
| 3Y | +49.6% | -56.2% | +105.8% | +57.2% |
| 5Y | +98.9% | -82.9% | +181.8% | +127.5% |
| 10Y | +45.1% | +103.6% | -58.5% | +5.9% |
| All | -26.5% | +249.1% | -275.5% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling