+234.5%
ALNY vs OVV
+57.3%
+177.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.0% |
| 7D | -6.4% | -2.9% | -3.5% | -6.2% |
| 30D | +11.9% | +0.9% | +11.0% | +11.8% |
| 3M | -15.0% | +11.0% | -26.0% | -16.0% |
| 6M | -23.2% | +22.3% | -45.5% | -25.0% |
| YTD | -37.8% | +65.1% | -102.8% | -41.1% |
| 1Y | -47.3% | +53.1% | -100.4% | -49.8% |
| 3Y | +22.9% | +46.7% | -23.8% | +15.9% |
| 5Y | +30.6% | +155.5% | -124.9% | +14.4% |
| All | +234.5% | +57.3% | +177.2% | +219.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling