+9.0%
AMZN vs OVV
+57.1%
-48.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.7% |
| 7D | +0.8% | -3.7% | +4.5% | +0.3% |
| 30D | -6.4% | +8.0% | -14.4% | -5.5% |
| 3M | +4.8% | +11.3% | -6.5% | +6.9% |
| 6M | +20.5% | +24.0% | -3.5% | +23.3% |
| YTD | +11.3% | +65.3% | -54.0% | +14.1% |
| 1Y | +9.0% | +60.2% | -51.2% | +10.1% |
| All | +9.0% | +57.1% | -48.2% | +10.1% |
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