+152.5%
ADBE vs OVV
+54.2%
+98.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.3% |
| 7D | -10.1% | -3.7% | -6.3% | -9.6% |
| 30D | -3.0% | +8.0% | -11.0% | -3.9% |
| 3M | +5.0% | +11.3% | -6.3% | +3.4% |
| 6M | -9.3% | +24.0% | -33.3% | -12.0% |
| YTD | -26.5% | +65.3% | -91.8% | -31.4% |
| 1Y | -28.3% | +60.2% | -88.4% | -32.9% |
| 3Y | -54.1% | +46.9% | -101.0% | -57.3% |
| 5Y | -61.2% | +158.7% | -219.9% | -67.0% |
| 10Y | +152.5% | +50.8% | +101.7% | +84.9% |
| All | +152.5% | +54.2% | +98.3% | +84.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling