+5,710.3%
AMD vs OVV
+51.1%
+5,659.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.9% | -14.4% | -16.8% |
| 7D | -28.6% | -14.9% | -13.7% | -26.6% |
| 30D | -37.7% | -0.9% | -36.8% | -37.7% |
| 3M | -16.1% | +5.6% | -21.7% | -17.2% |
| 6M | +13.8% | -2.5% | +16.3% | +13.3% |
| YTD | +88.8% | +57.8% | +31.0% | +71.4% |
| 1Y | +57.8% | +70.1% | -12.3% | +40.9% |
| 3Y | +260.3% | +35.1% | +225.1% | +230.8% |
| 5Y | +196.6% | +86.1% | +110.5% | +154.9% |
| All | +5,710.3% | +51.1% | +5,659.3% | +4,421.1% |
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