-34.8%
BROS vs OVV
+61.5%
-96.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +0.4% |
| 7D | -6.7% | +0.3% | -6.9% | -6.6% |
| 30D | -29.1% | +11.7% | -40.8% | -27.2% |
| 3M | -16.7% | +9.8% | -26.5% | -14.1% |
| 6M | -11.6% | +26.6% | -38.2% | -9.4% |
| YTD | -23.9% | +67.0% | -90.9% | -22.5% |
| 1Y | -34.8% | +55.9% | -90.7% | -34.0% |
| All | -34.8% | +61.5% | -96.3% | -34.0% |
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