+3,701.6%
ALNY vs OVV
+97.9%
+3,603.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +0.9% |
| 7D | +12.2% | +0.3% | +12.0% | +12.2% |
| 30D | +16.3% | +11.7% | +4.6% | +14.0% |
| 3M | -12.4% | +9.8% | -22.2% | -14.2% |
| 6M | -18.7% | +26.6% | -45.3% | -22.7% |
| YTD | -33.1% | +67.0% | -100.1% | -39.6% |
| 1Y | -41.3% | +55.9% | -97.3% | -46.6% |
| 3Y | +32.3% | +45.5% | -13.2% | +18.9% |
| 5Y | +34.8% | +157.3% | -122.6% | +3.5% |
| 10Y | +284.7% | +65.0% | +219.7% | +158.6% |
| All | +3,701.6% | +97.9% | +3,603.6% | +2,489.7% |
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 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