+95.5%
AMD vs OVV
+75.2%
+20.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.6% | +6.6% | -0.3% |
| 7D | -15.5% | -12.1% | -3.4% | -17.9% |
| 30D | -22.6% | +2.9% | -25.5% | -21.5% |
| 3M | -5.7% | +3.7% | -9.4% | -4.0% |
| 6M | +43.1% | +0.6% | +42.5% | +45.9% |
| YTD | +128.2% | +62.5% | +65.8% | +139.6% |
| 1Y | +95.5% | +72.0% | +23.5% | +107.7% |
| All | +95.5% | +75.2% | +20.3% | +107.7% |
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 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