+261.9%
AMD vs OVV
+35.0%
+226.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.9% | -14.4% | -16.6% |
| 7D | -28.6% | -14.9% | -13.7% | -26.0% |
| 30D | -37.7% | -0.9% | -36.8% | -37.7% |
| 3M | -16.1% | +5.6% | -21.7% | -17.8% |
| 6M | +13.8% | -2.5% | +16.3% | +13.3% |
| YTD | +88.8% | +57.8% | +31.0% | +56.3% |
| 1Y | +57.8% | +70.1% | -12.3% | +26.0% |
| All | +261.9% | +35.0% | +226.9% | +204.7% |
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 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