-98.7%
AMC vs OVV
+50.1%
-148.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.1% |
| 7D | +2.6% | -16.7% | +19.3% | +7.9% |
| 30D | +9.0% | -1.5% | +10.5% | +9.0% |
| 3M | +22.2% | +1.6% | +20.6% | +20.1% |
| 6M | +91.5% | +2.0% | +89.4% | +86.4% |
| YTD | +101.3% | +56.8% | +44.5% | +68.7% |
| 1Y | +20.8% | +64.8% | -44.1% | -0.7% |
| 3Y | -71.3% | +38.3% | -109.6% | -76.2% |
| 5Y | -99.2% | +84.9% | -184.1% | -99.5% |
| All | -98.7% | +50.1% | -148.8% | -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