+216.5%
AZN vs OVV
+56.5%
+160.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -1.6% | -1.7% | +0.1% | -1.5% |
| 30D | +1.1% | +0.8% | +0.3% | +1.0% |
| 3M | -12.1% | +13.3% | -25.4% | -12.7% |
| 6M | -17.1% | +16.9% | -34.1% | -18.0% |
| YTD | -12.0% | +64.3% | -76.2% | -14.4% |
| 1Y | -0.2% | +54.2% | -54.4% | -2.8% |
| 3Y | +26.8% | +51.3% | -24.6% | +22.7% |
| 5Y | +56.9% | +154.3% | -97.4% | +46.6% |
| All | +216.5% | +56.5% | +160.0% | +170.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling