-99.3%
AMC vs OVV
+88.6%
-187.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.9% | -9.6% | -11.8% |
| 7D | 0.0% | -14.9% | +14.9% | +4.0% |
| 30D | +4.4% | -0.9% | +5.3% | +4.1% |
| 3M | +15.4% | +5.6% | +9.8% | +12.1% |
| 6M | +93.7% | -2.5% | +96.2% | +91.1% |
| YTD | +97.4% | +57.8% | +39.6% | +63.7% |
| 1Y | +23.2% | +70.1% | -46.9% | -0.8% |
| 3Y | -71.3% | +35.1% | -106.4% | -76.2% |
| 5Y | -99.3% | +86.1% | -185.3% | -99.5% |
| All | -99.3% | +88.6% | -187.8% | -99.5% |
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