-11.3%
BSX vs OVV
+49.8%
-61.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.6% | +2.0% |
| 7D | +2.0% | +0.3% | +1.8% | +2.0% |
| 30D | +0.1% | +11.7% | -11.6% | -0.8% |
| 3M | -2.1% | +9.8% | -11.9% | -3.1% |
| 6M | -33.8% | +26.6% | -60.4% | -35.3% |
| YTD | -49.9% | +67.0% | -116.9% | -52.5% |
| 1Y | -55.4% | +55.9% | -111.4% | -57.4% |
| All | -11.3% | +49.8% | -61.1% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling