+7,765.4%
AMD vs OVV
+58.9%
+7,706.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -8.9% |
| 7D | +18.9% | +8.0% | +10.9% | +17.4% |
| 30D | -6.4% | -2.0% | -4.4% | -6.1% |
| 3M | +10.6% | +5.4% | +5.1% | +9.2% |
| 6M | +19.9% | +14.3% | +5.6% | +16.3% |
| YTD | +149.4% | +69.4% | +79.9% | +123.7% |
| 1Y | +115.4% | +72.4% | +43.0% | +92.4% |
| 3Y | +357.3% | +58.4% | +298.9% | +309.1% |
| 5Y | +261.1% | +106.1% | +155.0% | +205.1% |
| All | +7,765.4% | +58.9% | +7,706.5% | +5,853.3% |
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