+331.1%
AMD vs OVV
+45.7%
+285.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.1% |
| 7D | +2.6% | +0.3% | +2.3% | +2.5% |
| 30D | -0.9% | +11.7% | -12.7% | -3.8% |
| 3M | -8.7% | +9.8% | -18.5% | -11.1% |
| 6M | +136.3% | +26.6% | +109.8% | +116.9% |
| YTD | +123.0% | +67.0% | +56.0% | +84.7% |
| 1Y | +195.2% | +55.9% | +139.3% | +149.3% |
| All | +331.1% | +45.7% | +285.4% | +254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling