+1,156.2%
ABBV vs OVV
-12.6%
+1,168.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | +0.4% | +0.3% | +0.1% | +0.4% |
| 30D | +4.2% | +11.7% | -7.6% | +3.2% |
| 3M | +14.8% | +9.8% | +5.0% | +13.9% |
| 6M | +10.3% | +26.6% | -16.3% | +8.0% |
| YTD | +14.9% | +67.0% | -52.1% | +10.0% |
| 1Y | +24.1% | +55.9% | -31.8% | +19.3% |
| 3Y | +91.9% | +45.5% | +46.4% | +83.5% |
| 5Y | +176.0% | +157.3% | +18.7% | +146.3% |
| 10Y | +502.9% | +65.0% | +437.9% | +389.0% |
| All | +1,156.2% | -12.6% | +1,168.7% | +969.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling