+339.6%
DELL vs OVV
+57.1%
+282.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.0% |
| 7D | +25.6% | -3.7% | +29.3% | +26.2% |
| 30D | +17.7% | +8.0% | +9.7% | +16.2% |
| 3M | +33.4% | +11.3% | +22.2% | +30.9% |
| 6M | +266.2% | +24.0% | +242.2% | +240.2% |
| YTD | +328.0% | +65.3% | +262.7% | +273.9% |
| 1Y | +339.6% | +60.2% | +279.4% | +282.7% |
| All | +339.6% | +57.1% | +282.4% | +282.7% |
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