+327.8%
ATI vs OVV
+57.6%
+270.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +0.8% |
| 7D | +13.0% | +6.5% | +6.4% | +11.2% |
| 30D | +0.2% | -2.7% | +2.8% | +0.4% |
| 3M | -17.5% | +3.1% | -20.6% | -19.0% |
| 6M | +18.1% | +12.8% | +5.3% | +12.0% |
| YTD | +65.7% | +68.1% | -2.4% | +30.6% |
| 1Y | +91.9% | +73.6% | +18.3% | +48.3% |
| All | +327.8% | +57.6% | +270.2% | +211.2% |
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