+1,277.6%
ADBE vs OVV
+162.8%
+1,114.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -5.0% | -6.4% |
| 7D | -8.6% | +0.3% | -8.8% | -8.6% |
| 30D | +2.8% | +11.7% | -9.0% | +0.7% |
| 3M | +3.1% | +9.8% | -6.7% | +1.1% |
| 6M | -2.4% | +26.6% | -29.0% | -6.9% |
| YTD | -23.9% | +67.0% | -90.9% | -31.1% |
| 1Y | -22.6% | +55.9% | -78.5% | -29.4% |
| 3Y | -52.7% | +45.5% | -98.2% | -57.3% |
| 5Y | -60.0% | +157.3% | -217.4% | -68.9% |
| 10Y | +157.3% | +65.0% | +92.3% | +66.3% |
| All | +1,277.6% | +162.8% | +1,114.8% | +511.9% |
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