-91.7%
AMIX vs OVV
+65.7%
-157.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +3.0% | -23.0% | -17.4% |
| 7D | -8.1% | +1.2% | -9.3% | -6.7% |
| 30D | -52.3% | -2.5% | -49.7% | -52.6% |
| 3M | -83.8% | +0.5% | -84.3% | -83.2% |
| 6M | -79.0% | +8.5% | -87.4% | -77.4% |
| YTD | -87.2% | +64.5% | -151.6% | -83.3% |
| 1Y | -91.7% | +64.7% | -156.4% | -88.7% |
| All | -91.7% | +65.7% | -157.4% | -88.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling