+72.4%
ENTG vs OVV
+57.1%
+15.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.6% |
| 7D | +8.9% | -3.7% | +12.7% | +8.5% |
| 30D | -7.2% | +8.0% | -15.2% | -6.4% |
| 3M | +6.4% | +11.3% | -4.9% | +7.7% |
| 6M | +25.7% | +24.0% | +1.7% | +20.7% |
| YTD | +67.9% | +65.3% | +2.5% | +44.7% |
| 1Y | +72.4% | +60.2% | +12.2% | +46.8% |
| All | +72.4% | +57.1% | +15.2% | +46.8% |
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 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