+132.8%
AMAT vs OVV
+35.0%
+97.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.9% | -10.7% | -13.0% |
| 7D | -24.3% | -14.9% | -9.4% | -21.7% |
| 30D | -39.8% | -0.9% | -38.9% | -39.8% |
| 3M | -40.2% | +5.6% | -45.8% | -41.3% |
| 6M | -22.1% | -2.5% | -19.6% | -22.4% |
| YTD | +24.7% | +57.8% | -33.2% | +5.2% |
| 1Y | +33.3% | +70.1% | -36.8% | +8.9% |
| All | +132.8% | +35.0% | +97.9% | +95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling