+16.0%
BABA vs OVV
+51.8%
-35.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.2% | -1.5% |
| 7D | -3.6% | +1.2% | -4.8% | -3.8% |
| 30D | -8.4% | -2.5% | -5.8% | -8.3% |
| 3M | -20.6% | +0.5% | -21.1% | -20.9% |
| 6M | -25.4% | +8.5% | -33.9% | -26.6% |
| YTD | -30.1% | +64.5% | -94.6% | -35.1% |
| 1Y | -36.3% | +64.7% | -101.0% | -40.9% |
| 3Y | +30.4% | +54.1% | -23.8% | +20.3% |
| 5Y | -35.7% | +95.4% | -131.2% | -43.1% |
| 10Y | +16.0% | +54.9% | -38.9% | +2.2% |
| All | +16.0% | +51.8% | -35.8% | +2.2% |
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 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