+40.2%
AMC vs OVV
+75.2%
-34.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.6% | +12.9% | +5.3% |
| 7D | +17.7% | -12.1% | +29.8% | +13.0% |
| 30D | +26.2% | +2.9% | +23.3% | +27.5% |
| 3M | +31.3% | +3.7% | +27.7% | +34.0% |
| 6M | +142.8% | +0.6% | +142.1% | +146.3% |
| YTD | +125.6% | +62.5% | +63.2% | +127.2% |
| 1Y | +40.2% | +72.0% | -31.8% | +42.6% |
| All | +40.2% | +75.2% | -34.9% | +42.6% |
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