+249.7%
BSX vs OVV
+146.7%
+103.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -4.1% |
| 7D | +1.8% | -16.7% | +18.5% | +4.8% |
| 30D | +2.8% | -1.5% | +4.3% | +2.8% |
| 3M | -13.3% | +1.6% | -14.9% | -13.9% |
| 6M | -23.7% | +2.0% | -25.7% | -24.4% |
| YTD | -55.2% | +56.8% | -112.0% | -59.0% |
| 1Y | -56.8% | +64.8% | -121.7% | -60.9% |
| 3Y | -19.0% | +38.3% | -57.3% | -26.2% |
| 5Y | -0.9% | +84.9% | -85.8% | -18.4% |
| 10Y | +98.3% | +54.5% | +43.8% | +31.0% |
| All | +249.7% | +146.7% | +103.0% | +52.3% |
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