+196.6%
AMD vs OVV
+88.6%
+108.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.9% | -14.4% | -16.5% |
| 7D | -28.6% | -14.9% | -13.7% | -25.4% |
| 30D | -37.7% | -0.9% | -36.8% | -37.7% |
| 3M | -16.1% | +5.6% | -21.7% | -18.0% |
| 6M | +13.8% | -2.5% | +16.3% | +12.9% |
| YTD | +88.8% | +57.8% | +31.0% | +58.9% |
| 1Y | +57.8% | +70.1% | -12.3% | +28.8% |
| 3Y | +260.3% | +35.1% | +225.1% | +206.4% |
| 5Y | +196.6% | +86.1% | +110.5% | +112.9% |
| All | +196.6% | +88.6% | +108.0% | +112.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling