+26.6%
BE vs OVV
+67.1%
-40.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.1% | +3.4% |
| 7D | -14.7% | -16.7% | +1.9% | -16.9% |
| 30D | -40.5% | -1.5% | -39.0% | -40.6% |
| 3M | -24.3% | +1.6% | -25.9% | -24.9% |
| 6M | -39.3% | +2.0% | -41.3% | -39.3% |
| YTD | +99.4% | +56.8% | +42.6% | +78.4% |
| 1Y | +26.6% | +64.8% | -38.3% | +14.4% |
| All | +26.6% | +67.1% | -40.5% | +14.4% |
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 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