+53.5%
ALAB vs OVV
+75.5%
-21.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.7% |
| 7D | +16.3% | +8.0% | +8.3% | +15.9% |
| 30D | -26.1% | -2.0% | -24.1% | -25.9% |
| 3M | -31.3% | +5.4% | -36.7% | -31.3% |
| 6M | -1.0% | +14.3% | -15.3% | -2.0% |
| YTD | +33.3% | +69.4% | -36.1% | +9.0% |
| 1Y | +53.5% | +72.4% | -18.8% | +23.7% |
| All | +53.5% | +75.5% | -21.9% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling