+25.9%
ADSK vs OVV
+58.8%
-32.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +1.0% | +8.0% | -7.0% | +0.1% |
| 30D | +14.4% | -2.0% | +16.4% | +14.4% |
| 3M | +2.5% | +5.4% | -2.9% | +1.5% |
| 6M | +14.5% | +14.3% | +0.2% | +11.8% |
| YTD | -10.7% | +69.4% | -80.1% | -18.6% |
| 1Y | -11.0% | +72.4% | -83.4% | -19.3% |
| 3Y | +25.9% | +58.4% | -32.5% | +11.4% |
| All | +25.9% | +58.8% | -32.9% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling