+443.1%
BA vs OVV
+155.6%
+287.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.6% | +7.7% | +3.5% |
| 7D | +5.9% | -12.1% | +18.0% | +9.1% |
| 30D | -8.2% | +2.9% | -11.0% | -9.0% |
| 3M | -25.4% | +3.7% | -29.1% | -26.5% |
| 6M | -20.0% | +0.6% | -20.6% | -21.3% |
| YTD | -18.5% | +62.5% | -80.9% | -29.7% |
| 1Y | -10.6% | +72.0% | -82.6% | -24.3% |
| 3Y | -9.3% | +39.1% | -48.4% | -20.8% |
| 5Y | -16.9% | +98.5% | -115.4% | -37.4% |
| 10Y | +37.9% | +60.1% | -22.2% | -20.5% |
| All | +443.1% | +155.6% | +287.5% | +158.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling