+23.7%
AZN vs OVV
+47.2%
-23.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.6% |
| 7D | -1.5% | -3.7% | +2.2% | -1.4% |
| 30D | -0.9% | +8.0% | -8.8% | -1.0% |
| 3M | -11.8% | +11.3% | -23.1% | -12.1% |
| 6M | -17.6% | +24.0% | -41.6% | -18.3% |
| YTD | -12.0% | +65.3% | -77.4% | -14.1% |
| 1Y | -0.9% | +60.2% | -61.0% | -3.1% |
| 3Y | +23.7% | +46.9% | -23.3% | +18.2% |
| All | +23.7% | +47.2% | -23.6% | +18.2% |
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