+87.5%
AMZN vs OVV
+49.8%
+37.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.1% |
| 7D | -3.0% | +0.3% | -3.2% | -3.0% |
| 30D | -5.2% | +11.7% | -16.9% | -6.9% |
| 3M | +1.9% | +9.8% | -7.9% | +0.2% |
| 6M | +19.2% | +26.6% | -7.3% | +13.1% |
| YTD | +12.0% | +67.0% | -55.0% | -0.8% |
| 1Y | +9.7% | +55.9% | -46.2% | -1.6% |
| All | +87.5% | +49.8% | +37.7% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling