+6,553.2%
AMT vs OVV
+148.3%
+6,404.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.4% | -0.1% |
| 7D | +4.4% | -14.9% | +19.3% | +6.6% |
| 30D | +17.7% | -0.9% | +18.7% | +17.8% |
| 3M | +16.7% | +5.6% | +11.1% | +15.5% |
| 6M | +11.1% | -2.5% | +13.6% | +11.0% |
| YTD | +13.9% | +57.8% | -43.9% | +5.9% |
| 1Y | +12.5% | +70.1% | -57.6% | +3.4% |
| 3Y | +13.2% | +35.1% | -22.0% | +4.9% |
| 5Y | -17.9% | +86.1% | -103.9% | -30.5% |
| 10Y | +122.8% | +55.5% | +67.3% | +52.9% |
| All | +6,553.2% | +148.3% | +6,404.9% | +1,709.9% |
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