+400.4%
ALAB vs OVV
+36.0%
+364.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.7% | +11.5% | +10.6% |
| 7D | +7.2% | +0.3% | +7.0% | +6.9% |
| 30D | -2.5% | +11.7% | -14.3% | -8.2% |
| 3M | -13.3% | +9.8% | -23.1% | -18.2% |
| 6M | +172.8% | +26.6% | +146.3% | +133.2% |
| YTD | +86.6% | +67.0% | +19.6% | +34.5% |
| 1Y | +65.2% | +55.9% | +9.2% | +23.3% |
| All | +400.4% | +36.0% | +364.4% | +316.5% |
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