+564.2%
DIS vs OVV
+148.3%
+415.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -0.9% |
| 7D | +5.7% | -14.9% | +20.6% | +8.9% |
| 30D | +12.7% | -0.9% | +13.6% | +12.6% |
| 3M | +15.2% | +5.6% | +9.6% | +13.3% |
| 6M | +17.6% | -2.5% | +20.0% | +16.8% |
| YTD | +3.8% | +57.8% | -54.0% | -7.2% |
| 1Y | +6.8% | +70.1% | -63.3% | -6.2% |
| 3Y | +42.1% | +35.1% | +7.0% | +28.0% |
| 5Y | -31.2% | +86.1% | -117.2% | -44.6% |
| 10Y | +37.6% | +55.5% | -17.9% | -13.8% |
| All | +564.2% | +148.3% | +415.9% | +191.5% |
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