-10.2%
AVGO vs OVV
+58.4%
-68.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | -0.9% | -10.7% | +9.9% | -2.2% |
| 30D | -11.6% | -5.3% | -6.3% | -12.1% |
| 3M | -25.2% | +2.4% | -27.6% | -24.7% |
| 6M | -25.4% | +5.7% | -31.1% | -24.5% |
| YTD | -7.2% | +56.8% | -63.9% | -5.4% |
| All | -10.2% | +58.4% | -68.6% | -7.0% |
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