+697.3%
DELL vs OVV
+49.8%
+647.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.1% |
| 7D | +14.9% | +0.3% | +14.6% | +14.7% |
| 30D | +13.3% | +11.7% | +1.5% | +8.5% |
| 3M | +24.4% | +9.8% | +14.6% | +19.4% |
| 6M | +258.0% | +26.6% | +231.4% | +220.3% |
| YTD | +320.2% | +67.0% | +253.2% | +236.4% |
| 1Y | +319.1% | +55.9% | +263.1% | +242.4% |
| All | +697.3% | +49.8% | +647.5% | +546.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling