+143.3%
DELL vs OVV
+75.2%
+68.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.6% | -3.2% | -8.3% |
| 7D | -24.6% | -12.1% | -12.5% | -23.7% |
| 30D | -32.5% | +2.9% | -35.4% | -32.3% |
| 3M | -20.2% | +3.7% | -23.9% | -20.5% |
| 6M | +76.5% | +0.6% | +75.9% | +76.8% |
| YTD | +198.9% | +62.5% | +136.5% | +160.3% |
| 1Y | +143.3% | +72.0% | +71.3% | +107.6% |
| All | +143.3% | +75.2% | +68.2% | +107.6% |
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 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