+2,369.4%
ADSK vs OVV
+166.6%
+2,202.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.0% | +8.0% | -7.0% | -0.6% |
| 30D | +14.4% | -2.0% | +16.4% | +14.5% |
| 3M | +2.5% | +5.4% | -2.9% | +0.9% |
| 6M | +14.5% | +14.3% | +0.2% | +10.3% |
| YTD | -10.7% | +69.4% | -80.1% | -21.6% |
| 1Y | -11.0% | +72.4% | -83.4% | -22.3% |
| 3Y | +25.9% | +58.4% | -32.5% | +8.9% |
| 5Y | -19.7% | +106.1% | -125.8% | -37.7% |
| 10Y | +258.2% | +59.6% | +198.6% | +120.7% |
| All | +2,369.4% | +166.6% | +2,202.8% | +843.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling