+22.3%
BDX vs OVV
+59.6%
-37.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | -4.1% | -3.8% | -0.3% | -4.2% |
| 30D | +0.1% | +1.3% | -1.2% | +0.1% |
| 3M | +18.3% | +14.3% | +3.9% | +18.8% |
| 6M | +10.1% | +21.1% | -11.0% | +9.2% |
| YTD | +19.4% | +66.0% | -46.6% | +14.0% |
| 1Y | +22.3% | +59.3% | -36.9% | +17.5% |
| All | +22.3% | +59.6% | -37.3% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling