+2,007.2%
AEM vs OVV
+162.8%
+1,844.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -0.8% |
| 7D | -0.5% | +0.3% | -0.8% | -0.6% |
| 30D | +24.0% | +11.7% | +12.3% | +21.0% |
| 3M | +16.1% | +9.8% | +6.3% | +13.2% |
| 6M | -11.6% | +26.6% | -38.2% | -17.3% |
| YTD | +21.5% | +67.0% | -45.5% | +6.8% |
| 1Y | +39.2% | +55.9% | -16.7% | +23.7% |
| 3Y | +347.4% | +45.5% | +301.9% | +291.1% |
| 5Y | +290.1% | +157.3% | +132.8% | +182.3% |
| 10Y | +357.8% | +65.0% | +292.8% | +159.2% |
| All | +2,007.2% | +162.8% | +1,844.4% | +603.0% |
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 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