+34.4%
ABBV vs OVV
+60.8%
-26.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.2% |
| 7D | +2.8% | -7.3% | +10.0% | +2.9% |
| 30D | +7.0% | -3.6% | +10.5% | +7.1% |
| 3M | +19.2% | -2.6% | +21.9% | +19.5% |
| 6M | +47.8% | +7.6% | +40.2% | +47.6% |
| YTD | +32.5% | +59.6% | -27.1% | +36.6% |
| All | +34.4% | +60.8% | -26.4% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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