+6,406.4%
AMD vs OVV
+63.7%
+6,342.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.0% |
| 7D | +2.6% | +0.3% | +2.3% | +2.5% |
| 30D | -0.9% | +11.7% | -12.7% | -2.9% |
| 3M | -8.7% | +9.8% | -18.5% | -10.4% |
| 6M | +136.3% | +26.6% | +109.8% | +124.9% |
| YTD | +123.0% | +67.0% | +56.0% | +101.5% |
| 1Y | +195.2% | +55.9% | +139.3% | +169.2% |
| 3Y | +336.3% | +45.5% | +290.8% | +296.9% |
| 5Y | +334.5% | +157.3% | +177.1% | +259.2% |
| All | +6,406.4% | +63.7% | +6,342.7% | +4,710.2% |
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