+199.0%
AMD vs OVV
+84.0%
+115.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.7% | +11.2% |
| 7D | -11.0% | -16.7% | +5.6% | -6.6% |
| 30D | -30.5% | -1.5% | -29.0% | -30.3% |
| 3M | -8.2% | +1.6% | -9.8% | -9.3% |
| 6M | +6.6% | +2.0% | +4.5% | +4.6% |
| YTD | +109.7% | +56.8% | +52.9% | +76.7% |
| 1Y | +88.9% | +64.8% | +24.1% | +56.0% |
| 3Y | +301.8% | +38.3% | +263.6% | +239.4% |
| All | +199.0% | +84.0% | +115.0% | +116.1% |
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 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