+469.3%
BBY vs OVV
+158.7%
+310.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.0% | +0.4% |
| 7D | +3.7% | +1.2% | +2.5% | +3.5% |
| 30D | +20.9% | -2.5% | +23.4% | +21.1% |
| 3M | +27.6% | +0.5% | +27.1% | +26.9% |
| 6M | +86.9% | +8.5% | +78.4% | +82.0% |
| YTD | +63.3% | +64.5% | -1.1% | +45.0% |
| 1Y | +42.6% | +64.7% | -22.1% | +26.3% |
| 3Y | +89.8% | +54.1% | +35.6% | +68.1% |
| 5Y | -0.1% | +95.4% | -95.5% | -19.4% |
| 10Y | +294.3% | +54.9% | +239.3% | +152.9% |
| All | +469.3% | +158.7% | +310.6% | +135.4% |
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