+1,085.7%
DELL vs OVV
+160.2%
+925.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.0% |
| 7D | +14.9% | +0.3% | +14.6% | +14.7% |
| 30D | +13.3% | +11.7% | +1.5% | +9.5% |
| 3M | +24.4% | +9.8% | +14.6% | +20.4% |
| 6M | +258.0% | +26.6% | +231.4% | +229.5% |
| YTD | +320.2% | +67.0% | +253.2% | +256.3% |
| 1Y | +319.1% | +55.9% | +263.1% | +260.7% |
| 3Y | +706.5% | +45.5% | +661.0% | +591.2% |
| All | +1,085.7% | +160.2% | +925.5% | +756.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling