+215.4%
ADSK vs OVV
+56.5%
+158.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -2.5% | -1.7% | -0.9% | -2.3% |
| 30D | -14.9% | +0.8% | -15.6% | -15.0% |
| 3M | +3.3% | +13.3% | -9.9% | +1.0% |
| 6M | -15.7% | +16.9% | -32.6% | -18.2% |
| YTD | -28.2% | +64.3% | -92.5% | -34.2% |
| 1Y | -34.5% | +54.2% | -88.7% | -39.6% |
| 3Y | -2.9% | +51.3% | -54.2% | -11.9% |
| 5Y | -25.3% | +154.3% | -179.6% | -39.2% |
| All | +215.4% | +56.5% | +158.8% | +126.7% |
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