+5,866.5%
AMT vs OVV
+162.8%
+5,703.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.8% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | +4.6% | +11.7% | -7.1% | +2.9% |
| 3M | -8.4% | +9.8% | -18.2% | -9.8% |
| 6M | -6.0% | +26.6% | -32.6% | -9.5% |
| YTD | +2.1% | +67.0% | -64.9% | -5.6% |
| 1Y | -6.4% | +55.9% | -62.3% | -12.9% |
| 3Y | +8.1% | +45.5% | -37.4% | -0.9% |
| 5Y | -31.9% | +157.3% | -189.3% | -45.2% |
| 10Y | +97.1% | +65.0% | +32.1% | +33.6% |
| All | +5,866.5% | +162.8% | +5,703.7% | +1,513.6% |
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