+128.2%
ADM vs OVV
+51.8%
+76.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.7% | +1.8% |
| 7D | +0.1% | +1.2% | -1.1% | -0.1% |
| 30D | -11.8% | -2.5% | -9.3% | -11.5% |
| 3M | -11.3% | +0.5% | -11.8% | -11.5% |
| 6M | -10.0% | +8.5% | -18.5% | -11.6% |
| YTD | +25.9% | +64.5% | -38.5% | +14.9% |
| 1Y | +26.7% | +64.7% | -38.0% | +15.5% |
| 3Y | +8.1% | +54.1% | -46.0% | -2.0% |
| 5Y | +23.5% | +95.4% | -71.9% | +5.1% |
| 10Y | +128.2% | +54.9% | +73.3% | +53.2% |
| All | +128.2% | +51.8% | +76.4% | +53.2% |
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