+496.7%
DIS vs OVV
+162.8%
+333.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.4% |
| 7D | -2.6% | +0.3% | -2.8% | -2.6% |
| 30D | +3.5% | +11.7% | -8.2% | +1.1% |
| 3M | +6.8% | +9.8% | -3.0% | +4.3% |
| 6M | +3.0% | +26.6% | -23.6% | -3.0% |
| YTD | -6.7% | +67.0% | -73.8% | -17.2% |
| 1Y | -10.1% | +55.9% | -66.0% | -19.4% |
| 3Y | +33.0% | +45.5% | -12.5% | +18.3% |
| 5Y | -40.0% | +157.3% | -197.3% | -54.7% |
| 10Y | +21.1% | +65.0% | -44.0% | -25.2% |
| All | +496.7% | +162.8% | +333.9% | +160.0% |
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