+53.5%
AZN vs OVV
+54.1%
-0.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.7% | -0.7% |
| 7D | -1.9% | +1.2% | -3.1% | -1.9% |
| 30D | +17.1% | -2.5% | +19.7% | +17.2% |
| 3M | +16.8% | +0.5% | +16.3% | +16.8% |
| 6M | +2.0% | +8.5% | -6.5% | +1.8% |
| YTD | +1.9% | +64.5% | -62.5% | -0.2% |
| 1Y | +5.2% | +64.7% | -59.5% | +2.9% |
| All | +53.5% | +54.1% | -0.6% | +43.2% |
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