+36,962.4%
AMZN vs OVV
+162.8%
+36,799.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.0% |
| 3M | +1.9% | +9.8% | -7.9% | 0.0% |
| 6M | +19.2% | +26.6% | -7.3% | +13.8% |
| YTD | +12.0% | +67.0% | -55.0% | +1.8% |
| 1Y | +9.7% | +55.9% | -46.2% | +0.5% |
| 3Y | +87.2% | +45.5% | +41.7% | +70.6% |
| 5Y | +48.7% | +157.3% | -108.7% | +19.7% |
| 10Y | +569.3% | +65.0% | +504.3% | +372.7% |
| All | +36,962.4% | +162.8% | +36,799.6% | +21,619.8% |
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 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