+33.3%
AMAT vs OVV
+72.9%
-39.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.9% | -10.7% | -14.0% |
| 7D | -24.3% | -14.9% | -9.4% | -26.4% |
| 30D | -39.8% | -0.9% | -38.9% | -39.5% |
| 3M | -40.2% | +5.6% | -45.8% | -39.0% |
| 6M | -22.1% | -2.5% | -19.6% | -21.8% |
| YTD | +24.7% | +57.8% | -33.2% | +35.7% |
| 1Y | +33.3% | +70.1% | -36.8% | +50.4% |
| All | +33.3% | +72.9% | -39.6% | +50.4% |
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 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