-6.0%
AMT vs OVV
+28.2%
-34.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -1.1% |
| 7D | -0.2% | +0.3% | -0.5% | -0.2% |
| 30D | +4.6% | +11.7% | -7.1% | +4.6% |
| 3M | -8.4% | +9.8% | -18.2% | -8.8% |
| 6M | -6.0% | +26.6% | -32.6% | -2.8% |
| All | -6.0% | +28.2% | -34.2% | -2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling