-64.1%
ADBE vs OVV
+84.0%
-148.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -4.4% | -16.7% | +12.3% | -1.7% |
| 30D | +2.8% | -1.5% | +4.3% | +2.8% |
| 3M | -8.0% | +1.6% | -9.6% | -8.5% |
| 6M | -4.3% | +2.0% | -6.4% | -5.2% |
| YTD | -31.6% | +56.8% | -88.4% | -37.2% |
| 1Y | -26.9% | +64.8% | -91.7% | -33.5% |
| 3Y | -57.7% | +38.3% | -95.9% | -61.2% |
| All | -64.1% | +84.0% | -148.1% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling