+551.2%
BA vs OVV
+162.8%
+388.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.3% |
| 7D | +1.2% | +0.3% | +0.9% | +1.1% |
| 30D | -11.6% | +11.7% | -23.4% | -14.2% |
| 3M | -2.4% | +9.8% | -12.2% | -5.4% |
| 6M | -6.6% | +26.6% | -33.2% | -13.5% |
| YTD | -2.2% | +67.0% | -69.3% | -16.0% |
| 1Y | -8.0% | +55.9% | -63.9% | -20.0% |
| 3Y | -5.0% | +45.5% | -50.5% | -18.0% |
| 5Y | -2.7% | +157.3% | -160.1% | -31.3% |
| 10Y | +75.9% | +65.0% | +10.9% | +0.4% |
| All | +551.2% | +162.8% | +388.4% | +208.9% |
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 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