+967.7%
BX vs OVV
-41.6%
+1,009.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.6% |
| 7D | -4.4% | +0.3% | -4.6% | -4.5% |
| 30D | +0.1% | +11.7% | -11.6% | -3.3% |
| 3M | +16.0% | +9.8% | +6.2% | +12.0% |
| 6M | +21.6% | +26.6% | -4.9% | +11.5% |
| YTD | -8.9% | +67.0% | -75.9% | -23.5% |
| 1Y | -16.6% | +55.9% | -72.5% | -29.0% |
| 3Y | +43.3% | +45.5% | -2.2% | +21.8% |
| 5Y | +25.7% | +157.3% | -131.7% | -15.1% |
| 10Y | +689.5% | +65.0% | +624.5% | +304.8% |
| All | +967.7% | -41.6% | +1,009.3% | +530.6% |
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