+265.6%
BSX vs OVV
+151.1%
+114.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.2% |
| 7D | +2.8% | -7.3% | +10.0% | +4.0% |
| 30D | +4.6% | -3.6% | +8.2% | +5.0% |
| 3M | -11.4% | -2.6% | -8.8% | -11.4% |
| 6M | -17.1% | +7.6% | -24.7% | -18.7% |
| YTD | -53.1% | +59.6% | -112.7% | -57.3% |
| 1Y | -55.7% | +62.2% | -117.9% | -59.8% |
| 3Y | -13.3% | +49.6% | -62.9% | -22.0% |
| 5Y | +5.3% | +98.9% | -93.6% | -14.4% |
| 10Y | +104.3% | +45.1% | +59.2% | +37.0% |
| All | +265.6% | +151.1% | +114.5% | +58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling