+593.0%
BE vs OVV
+15.5%
+577.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.5% | -10.1% | -12.3% |
| 7D | -14.7% | -16.7% | +1.9% | -8.9% |
| 30D | -40.5% | -1.5% | -39.0% | -40.6% |
| 3M | -24.3% | +1.6% | -25.9% | -26.0% |
| 6M | -39.3% | +2.0% | -41.3% | -41.5% |
| YTD | +99.4% | +56.8% | +42.6% | +63.0% |
| 1Y | +26.6% | +64.8% | -38.3% | +0.9% |
| 3Y | +1,616.9% | +38.3% | +1,578.7% | +1,331.6% |
| 5Y | +441.4% | +84.9% | +356.5% | +287.9% |
| All | +593.0% | +15.5% | +577.5% | +328.9% |
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