-58.8%
ADBE vs OVV
+58.8%
-117.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +1.6% | +8.0% | -6.5% | +0.7% |
| 30D | +1.0% | -2.0% | +3.0% | +1.1% |
| 3M | -10.1% | +5.4% | -15.6% | -10.9% |
| 6M | +3.0% | +14.3% | -11.3% | +0.9% |
| YTD | -30.5% | +69.4% | -100.0% | -35.6% |
| 1Y | -27.1% | +72.4% | -99.5% | -32.7% |
| 3Y | -58.8% | +58.4% | -117.2% | -59.8% |
| All | -58.8% | +58.8% | -117.6% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling