+1,934.9%
ADSK vs OVV
+162.8%
+1,772.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.7% | -6.5% | -7.9% |
| 7D | -16.4% | +0.3% | -16.7% | -16.4% |
| 30D | -9.2% | +11.7% | -21.0% | -11.4% |
| 3M | -6.7% | +9.8% | -16.5% | -9.0% |
| 6M | -15.5% | +26.6% | -42.1% | -20.4% |
| YTD | -26.4% | +67.0% | -93.4% | -34.9% |
| 1Y | -31.9% | +55.9% | -87.8% | -39.2% |
| 3Y | -1.0% | +45.5% | -46.5% | -12.6% |
| 5Y | -24.5% | +157.3% | -181.9% | -44.2% |
| 10Y | +220.4% | +65.0% | +155.4% | +94.5% |
| All | +1,934.9% | +162.8% | +1,772.1% | +683.4% |
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 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