-23.0%
OVV vs FIVN
+318.5%
-341.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | +0.3% | -2.3% | +2.6% | +0.6% |
| 30D | +11.7% | +12.4% | -0.7% | +9.4% |
| 3M | +9.8% | +36.0% | -26.2% | +4.1% |
| 6M | +26.6% | +86.0% | -59.4% | +13.4% |
| YTD | +67.0% | +65.9% | +1.1% | +51.1% |
| 1Y | +55.9% | +26.5% | +29.4% | +46.3% |
| 3Y | +45.5% | -54.2% | +99.7% | +53.1% |
| 5Y | +157.3% | -80.5% | +237.8% | +190.5% |
| 10Y | +65.0% | +109.6% | -44.6% | +21.5% |
| All | -23.0% | +318.5% | -341.5% | -53.0% |
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