+22.3%
BABA vs OVV
-28.2%
+50.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.9% | +5.5% | +3.0% |
| 7D | +8.6% | -14.9% | +23.5% | +10.5% |
| 30D | -1.1% | -0.9% | -0.2% | -1.2% |
| 3M | -15.9% | +5.6% | -21.5% | -16.7% |
| 6M | -17.5% | -2.5% | -15.1% | -17.8% |
| YTD | -25.6% | +57.8% | -83.4% | -30.4% |
| 1Y | -33.8% | +70.1% | -103.9% | -38.7% |
| 3Y | +34.6% | +35.1% | -0.5% | +26.6% |
| 5Y | -27.7% | +86.1% | -113.7% | -35.4% |
| 10Y | +17.7% | +55.5% | -37.8% | -4.5% |
| All | +22.3% | -28.2% | +50.6% | +11.0% |
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