+291.0%
BSX vs OVV
+162.8%
+128.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.6% | +2.1% |
| 7D | +2.0% | +0.3% | +1.8% | +2.0% |
| 30D | +0.1% | +11.7% | -11.6% | -1.8% |
| 3M | -2.1% | +9.8% | -11.9% | -3.9% |
| 6M | -33.8% | +26.6% | -60.4% | -36.7% |
| YTD | -49.9% | +67.0% | -116.9% | -54.5% |
| 1Y | -55.4% | +55.9% | -111.4% | -59.2% |
| 3Y | -10.9% | +45.5% | -56.4% | -19.3% |
| 5Y | +6.4% | +157.3% | -150.9% | -17.4% |
| 10Y | +97.0% | +65.0% | +32.0% | +28.6% |
| All | +291.0% | +162.8% | +128.2% | +69.1% |
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