+4,681.2%
DELL vs OVV
+70.6%
+4,610.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.8% |
| 7D | +14.9% | +0.3% | +14.6% | +14.8% |
| 30D | +13.3% | +11.7% | +1.5% | +10.7% |
| 3M | +24.4% | +9.8% | +14.6% | +21.7% |
| 6M | +258.0% | +26.6% | +231.4% | +239.3% |
| YTD | +320.2% | +67.0% | +253.2% | +277.8% |
| 1Y | +319.1% | +55.9% | +263.1% | +280.6% |
| 3Y | +706.5% | +45.5% | +661.0% | +633.4% |
| 5Y | +1,071.9% | +157.3% | +914.6% | +844.6% |
| 10Y | +4,683.5% | +65.0% | +4,618.5% | +2,940.0% |
| All | +4,681.2% | +70.6% | +4,610.7% | +2,899.0% |
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 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