+106.0%
ADM vs OVV
+46.5%
+59.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.1% |
| 7D | -1.8% | -7.3% | +5.4% | -0.6% |
| 30D | -13.3% | -3.6% | -9.7% | -12.8% |
| 3M | -13.4% | -2.6% | -10.7% | -13.1% |
| 6M | -9.6% | +7.6% | -17.2% | -11.0% |
| YTD | +23.0% | +59.6% | -36.6% | +12.8% |
| 1Y | +27.4% | +62.2% | -34.8% | +16.4% |
| 3Y | +5.7% | +49.6% | -43.9% | -3.8% |
| 5Y | +22.1% | +98.9% | -76.9% | +3.6% |
| 10Y | +106.0% | +45.1% | +60.8% | +37.0% |
| All | +106.0% | +46.5% | +59.5% | +37.0% |
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