-17.4%
ALB vs OVV
+75.5%
-92.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.4% |
| 7D | -5.8% | +8.0% | -13.8% | -6.2% |
| 30D | -4.5% | -2.0% | -2.5% | -4.5% |
| 3M | -28.1% | +5.4% | -33.5% | -28.5% |
| 6M | -53.2% | +14.3% | -67.4% | -54.0% |
| YTD | -33.3% | +69.4% | -102.7% | -36.1% |
| 1Y | -17.4% | +72.4% | -89.8% | -20.6% |
| All | -17.4% | +75.5% | -92.9% | -20.6% |
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 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