+45.1%
BMY vs OVV
+57.1%
-12.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.2% |
| 7D | -3.3% | -3.7% | +0.4% | -3.3% |
| 30D | 0.0% | +8.0% | -8.0% | -0.2% |
| 3M | +17.7% | +11.3% | +6.5% | +17.3% |
| 6M | +9.6% | +24.0% | -14.4% | +8.6% |
| YTD | +24.0% | +65.3% | -41.3% | +20.9% |
| 1Y | +45.1% | +60.2% | -15.1% | +43.2% |
| All | +45.1% | +57.1% | -12.0% | +43.2% |
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