-36.5%
BROS vs OVV
+58.4%
-94.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.7% | +6.6% |
| 7D | -17.9% | -10.7% | -7.2% | -19.9% |
| 30D | -5.4% | -5.3% | -0.1% | -6.3% |
| 3M | -32.1% | +2.4% | -34.5% | -31.1% |
| 6M | -31.7% | +5.7% | -37.3% | -29.4% |
| YTD | -41.2% | +56.8% | -97.9% | -38.7% |
| All | -36.5% | +58.4% | -94.9% | -33.7% |
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 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