+0.5%
AXON vs OVV
-1.7%
+2.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.9% | -7.0% | -10.8% |
| 7D | -12.7% | -14.9% | +2.2% | -18.1% |
| 30D | -8.6% | -0.9% | -7.7% | -8.0% |
| 3M | -37.2% | +5.6% | -42.8% | -35.0% |
| 6M | +0.5% | -2.5% | +3.0% | +7.9% |
| All | +0.5% | -1.7% | +2.3% | +7.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling