+36.5%
DXCM vs OVV
+70.1%
-33.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +1.4% |
| 7D | -3.6% | +6.5% | -10.2% | -3.3% |
| 30D | -4.3% | -2.7% | -1.7% | -4.5% |
| 3M | -10.4% | +3.1% | -13.5% | -10.4% |
| 6M | +33.1% | +12.8% | +20.3% | +33.9% |
| YTD | +22.6% | +68.1% | -45.5% | +22.5% |
| 1Y | +36.5% | +73.6% | -37.1% | +36.3% |
| All | +36.5% | +70.1% | -33.5% | +36.3% |
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