+57.3%
BMY vs OVV
+57.6%
-0.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.2% | -1.1% |
| 7D | -1.3% | +6.5% | -7.8% | -1.6% |
| 30D | +10.0% | -2.7% | +12.6% | +10.1% |
| 3M | -1.2% | +3.1% | -4.3% | -1.4% |
| 6M | +12.8% | +12.8% | 0.0% | +11.8% |
| YTD | +20.7% | +68.1% | -47.5% | +16.7% |
| 1Y | +32.6% | +73.6% | -41.0% | +28.0% |
| 3Y | +41.8% | +57.6% | -15.8% | +36.6% |
| 5Y | +29.0% | +104.5% | -75.6% | +20.4% |
| All | +57.3% | +57.6% | -0.4% | +32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling