+126.7%
AMAT vs OVV
+84.0%
+42.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.9% | +4.4% |
| 7D | -14.7% | -16.7% | +2.0% | -10.6% |
| 30D | -36.1% | -1.5% | -34.6% | -36.0% |
| 3M | -36.9% | +1.6% | -38.4% | -37.6% |
| 6M | -22.2% | +2.0% | -24.2% | -23.5% |
| YTD | +29.9% | +56.8% | -26.9% | +10.9% |
| 1Y | +43.3% | +64.8% | -21.6% | +19.9% |
| 3Y | +142.7% | +38.3% | +104.4% | +107.7% |
| All | +126.7% | +84.0% | +42.7% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling