-63.7%
BTDR vs OVV
+61.3%
-125.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -2.3% |
| 7D | -7.4% | -7.3% | -0.1% | -10.4% |
| 30D | -33.4% | -3.6% | -29.9% | -33.9% |
| 3M | -26.3% | -2.6% | -23.6% | -26.3% |
| 6M | -52.4% | +7.6% | -60.0% | -49.1% |
| YTD | -42.8% | +59.6% | -102.4% | -47.1% |
| 1Y | -63.7% | +62.2% | -125.9% | -67.0% |
| All | -63.7% | +61.3% | -125.0% | -67.0% |
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