-5.5%
ADSK vs OVV
+52.7%
-58.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.1% | -2.7% |
| 7D | -14.5% | -3.8% | -10.7% | -14.1% |
| 30D | -19.3% | +1.3% | -20.6% | -19.4% |
| 3M | -7.8% | +14.3% | -22.1% | -9.6% |
| 6M | -20.8% | +21.1% | -41.9% | -23.2% |
| YTD | -30.2% | +66.0% | -96.2% | -35.7% |
| 1Y | -36.5% | +59.3% | -95.7% | -41.2% |
| All | -5.5% | +52.7% | -58.2% | -15.0% |
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 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