+40.7%
AMC vs OVV
+61.3%
-20.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | -0.1% | +2.3% |
| 7D | +5.5% | -7.3% | +12.8% | +2.8% |
| 30D | +16.1% | -3.6% | +19.7% | +14.8% |
| 3M | +43.0% | -2.6% | +45.6% | +42.6% |
| 6M | +130.7% | +7.6% | +123.1% | +136.2% |
| YTD | +121.8% | +59.6% | +62.2% | +117.9% |
| 1Y | +40.7% | +62.2% | -21.6% | +40.0% |
| All | +40.7% | +61.3% | -20.6% | +40.0% |
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