-99.8%
AMIX vs OVV
+62.5%
-162.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -2.4% |
| 7D | -13.7% | +0.3% | -14.0% | -13.6% |
| 30D | -62.1% | +11.7% | -73.8% | -60.9% |
| 3M | -46.2% | +9.8% | -56.0% | -45.3% |
| 6M | -46.4% | +26.6% | -73.0% | -45.4% |
| YTD | -60.3% | +67.0% | -127.3% | -59.4% |
| 1Y | -79.7% | +55.9% | -135.6% | -79.2% |
| All | -99.8% | +62.5% | -162.3% | -99.8% |
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