-0.2%
BTDR vs OVV
+57.1%
-57.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.1% |
| 7D | +22.4% | -3.7% | +26.1% | +21.3% |
| 30D | +16.5% | +8.0% | +8.5% | +19.5% |
| 3M | -31.5% | +11.3% | -42.7% | -28.5% |
| 6M | +74.0% | +24.0% | +50.0% | +70.6% |
| YTD | +13.0% | +65.3% | -52.3% | -2.0% |
| 1Y | -0.2% | +60.2% | -60.4% | -14.7% |
| All | -0.2% | +57.1% | -57.4% | -14.7% |
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