+882.1%
BX vs OVV
-45.2%
+927.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +3.3% | -10.7% | +14.0% | +6.6% |
| 30D | +9.6% | -5.3% | +14.9% | +10.8% |
| 3M | -8.7% | +2.4% | -11.1% | -10.0% |
| 6M | +2.2% | +5.7% | -3.4% | -1.0% |
| YTD | -16.2% | +56.8% | -73.0% | -28.8% |
| 1Y | -11.5% | +59.3% | -70.8% | -25.4% |
| 3Y | +41.0% | +49.0% | -8.0% | +18.7% |
| 5Y | +1.1% | +88.1% | -87.0% | -25.2% |
| 10Y | +710.1% | +42.5% | +667.6% | +342.4% |
| All | +882.1% | -45.2% | +927.3% | +487.2% |
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