+30.9%
BMY vs OVV
+107.0%
-76.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.8% |
| 7D | +2.1% | +8.0% | -6.0% | +1.8% |
| 30D | +7.0% | -2.0% | +9.0% | +7.0% |
| 3M | -0.9% | +5.4% | -6.3% | -1.2% |
| 6M | +14.9% | +14.3% | +0.7% | +14.1% |
| YTD | +22.8% | +69.4% | -46.6% | +19.4% |
| 1Y | +36.2% | +72.4% | -36.1% | +32.4% |
| 3Y | +45.7% | +58.4% | -12.7% | +41.0% |
| All | +30.9% | +107.0% | -76.1% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling