+25.8%
BMY vs OVV
+160.2%
-134.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.8% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | +5.0% | +11.7% | -6.7% | +4.5% |
| 3M | +19.4% | +9.8% | +9.6% | +18.8% |
| 6M | +9.5% | +26.6% | -17.0% | +8.2% |
| YTD | +28.1% | +67.0% | -39.0% | +24.8% |
| 1Y | +50.0% | +55.9% | -5.9% | +46.6% |
| 3Y | +24.1% | +45.5% | -21.4% | +20.6% |
| All | +25.8% | +160.2% | -134.4% | +19.8% |
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