+2,841.1%
AMD vs OVV
+148.3%
+2,692.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.9% | -14.4% | -16.5% |
| 7D | -28.6% | -14.9% | -13.7% | -25.5% |
| 30D | -37.7% | -0.9% | -36.8% | -37.7% |
| 3M | -16.1% | +5.6% | -21.7% | -17.9% |
| 6M | +13.8% | -2.5% | +16.3% | +12.9% |
| YTD | +88.8% | +57.8% | +31.0% | +62.9% |
| 1Y | +57.8% | +70.1% | -12.3% | +32.8% |
| 3Y | +260.3% | +35.1% | +225.1% | +216.2% |
| 5Y | +196.6% | +86.1% | +110.5% | +127.6% |
| 10Y | +6,064.6% | +55.5% | +6,009.1% | +3,370.1% |
| All | +2,841.1% | +148.3% | +2,692.8% | +1,233.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling