+7.7%
DIS vs OVV
+61.3%
-53.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.3% |
| 7D | +4.4% | -7.3% | +11.7% | +3.3% |
| 30D | +10.3% | -3.6% | +13.9% | +9.7% |
| 3M | +15.5% | -2.6% | +18.2% | +15.2% |
| 6M | +11.2% | +7.6% | +3.6% | +12.4% |
| YTD | +5.6% | +59.6% | -54.0% | +2.8% |
| 1Y | +7.7% | +62.2% | -54.5% | +4.6% |
| All | +7.7% | +61.3% | -53.6% | +4.6% |
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