+23.8%
BTDR vs OVV
+177.9%
-154.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.7% | +4.1% |
| 7D | +20.0% | +0.3% | +19.7% | +19.9% |
| 30D | +11.9% | +11.7% | +0.2% | +10.2% |
| 3M | -36.9% | +9.8% | -46.7% | -37.9% |
| 6M | +56.5% | +26.6% | +29.9% | +48.9% |
| YTD | +10.4% | +67.0% | -56.6% | -0.2% |
| 1Y | +3.1% | +55.9% | -52.8% | -6.0% |
| 3Y | -2.6% | +45.5% | -48.1% | -12.8% |
| 5Y | +25.2% | +157.3% | -132.2% | +10.6% |
| All | +23.8% | +177.9% | -154.1% | +9.4% |
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