-31.9%
ELAN vs OVV
+25.7%
-57.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.6% |
| 7D | +1.6% | +0.3% | +1.4% | +1.6% |
| 30D | -6.6% | +11.7% | -18.3% | -8.3% |
| 3M | -0.8% | +9.8% | -10.6% | -2.6% |
| 6M | +0.2% | +26.6% | -26.3% | -4.4% |
| YTD | +8.3% | +67.0% | -58.8% | -1.6% |
| 1Y | +40.2% | +55.9% | -15.7% | +28.4% |
| 3Y | +97.7% | +45.5% | +52.2% | +79.7% |
| 5Y | -28.3% | +157.3% | -185.6% | -41.6% |
| All | -31.9% | +25.7% | -57.6% | -55.4% |
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