+247.2%
AMAT vs OVV
+160.2%
+87.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +6.1% | +4.8% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -14.8% | +11.7% | -26.5% | -17.4% |
| 3M | -9.3% | +9.8% | -19.1% | -12.0% |
| 6M | +27.4% | +26.6% | +0.8% | +17.5% |
| YTD | +77.6% | +67.0% | +10.5% | +50.2% |
| 1Y | +188.9% | +55.9% | +133.0% | +148.0% |
| 3Y | +202.3% | +45.5% | +156.8% | +156.4% |
| All | +247.2% | +160.2% | +87.0% | +138.9% |
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