+411.2%
DXCM vs OVV
+46.5%
+364.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.6% |
| 7D | -3.7% | -7.3% | +3.6% | -3.0% |
| 30D | -5.0% | -3.6% | -1.4% | -4.8% |
| 3M | -8.8% | -2.6% | -6.2% | -8.8% |
| 6M | +31.9% | +7.6% | +24.3% | +30.4% |
| YTD | +20.4% | +59.6% | -39.2% | +13.7% |
| 1Y | +45.7% | +62.2% | -16.5% | +37.3% |
| 3Y | -15.0% | +49.6% | -64.6% | -20.2% |
| 5Y | -48.5% | +98.9% | -147.4% | -53.6% |
| 10Y | +411.2% | +45.1% | +366.1% | +316.5% |
| All | +411.2% | +46.5% | +364.7% | +316.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling