+1,369.3%
ATI vs OVV
+146.7%
+1,222.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.1% | +4.7% |
| 7D | +6.2% | -16.7% | +22.8% | +14.7% |
| 30D | -7.1% | -1.5% | -5.6% | -7.1% |
| 3M | -21.3% | +1.6% | -22.9% | -23.1% |
| 6M | +6.5% | +2.0% | +4.5% | +2.7% |
| YTD | +53.2% | +56.8% | -3.6% | +18.9% |
| 1Y | +82.7% | +64.8% | +17.9% | +37.7% |
| 3Y | +314.3% | +38.3% | +276.0% | +226.1% |
| 5Y | +890.9% | +84.9% | +806.0% | +506.7% |
| 10Y | +1,142.3% | +54.5% | +1,087.8% | +388.0% |
| All | +1,369.3% | +146.7% | +1,222.5% | +379.3% |
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 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