-98.8%
AMC vs OVV
+57.6%
-156.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.6% | -3.0% |
| 7D | +8.4% | +6.5% | +1.9% | +6.4% |
| 30D | +9.2% | -2.7% | +11.8% | +9.5% |
| 3M | +32.0% | +3.1% | +28.9% | +29.5% |
| 6M | +149.3% | +12.8% | +136.4% | +135.4% |
| YTD | +114.1% | +68.1% | +46.0% | +75.7% |
| 1Y | +35.8% | +73.6% | -37.9% | +10.1% |
| 3Y | -58.3% | +57.6% | -115.9% | -66.8% |
| 5Y | -99.2% | +104.5% | -203.7% | -99.4% |
| All | -98.8% | +57.6% | -156.4% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling