-98.7%
AMC vs OVV
+46.5%
-145.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | -0.1% | +1.2% |
| 7D | +5.5% | -7.3% | +12.8% | +7.7% |
| 30D | +16.1% | -3.6% | +19.7% | +16.8% |
| 3M | +43.0% | -2.6% | +45.6% | +42.7% |
| 6M | +130.7% | +7.6% | +123.1% | +120.9% |
| YTD | +121.8% | +59.6% | +62.2% | +85.0% |
| 1Y | +40.7% | +62.2% | -21.6% | +16.4% |
| 3Y | -56.8% | +49.6% | -106.4% | -65.1% |
| 5Y | -99.1% | +98.9% | -198.0% | -99.4% |
| 10Y | -98.7% | +45.1% | -143.8% | -99.4% |
| All | -98.7% | +46.5% | -145.2% | -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