+1,315.3%
AMAT vs OVV
+48.9%
+1,266.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | 0.0% | +11.4% | +11.4% |
| 7D | -1.1% | -10.7% | +9.7% | +1.3% |
| 30D | -26.9% | -5.3% | -21.6% | -26.2% |
| 3M | -31.2% | +2.4% | -33.6% | -31.9% |
| 6M | -14.7% | +5.7% | -20.4% | -16.4% |
| YTD | +44.7% | +56.8% | -12.1% | +29.3% |
| 1Y | +62.0% | +59.3% | +2.7% | +43.9% |
| 3Y | +165.0% | +49.0% | +116.0% | +135.1% |
| 5Y | +147.1% | +88.1% | +59.0% | +103.3% |
| 10Y | +1,315.3% | +42.5% | +1,272.7% | +788.4% |
| All | +1,315.3% | +48.9% | +1,266.4% | +788.4% |
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