-99.4%
AMC vs OVV
+160.2%
-259.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +6.1% | +4.8% |
| 7D | +2.3% | +0.3% | +2.1% | +2.2% |
| 30D | -0.7% | +11.7% | -12.5% | -4.2% |
| 3M | +35.2% | +9.8% | +25.4% | +30.3% |
| 6M | +124.6% | +26.6% | +98.0% | +104.0% |
| YTD | +69.9% | +67.0% | +2.8% | +39.8% |
| 1Y | -2.6% | +55.9% | -58.5% | -18.8% |
| 3Y | -79.8% | +45.5% | -125.3% | -83.6% |
| All | -99.4% | +160.2% | -259.6% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling