+94.1%
ELAN vs OVV
+51.8%
+42.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.9% |
| 7D | -6.4% | -2.9% | -3.5% | -6.1% |
| 30D | +0.6% | +0.9% | -0.3% | +0.4% |
| 3M | 0.0% | +11.0% | -11.1% | -1.5% |
| 6M | -3.4% | +22.3% | -25.7% | -7.4% |
| YTD | +1.0% | +65.1% | -64.0% | -9.2% |
| 1Y | +24.7% | +53.1% | -28.4% | +13.6% |
| All | +94.1% | +51.8% | +42.3% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling