+697.7%
EQT vs OVV
+162.8%
+534.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +1.0% | -0.1% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +7.7% | +11.7% | -4.0% | +3.0% |
| 3M | +0.2% | +9.8% | -9.6% | -3.8% |
| 6M | -9.5% | +26.6% | -36.0% | -18.2% |
| YTD | +3.8% | +67.0% | -63.2% | -16.3% |
| 1Y | +7.8% | +55.9% | -48.2% | -11.1% |
| 3Y | +30.1% | +45.5% | -15.4% | +7.3% |
| 5Y | +188.6% | +157.3% | +31.3% | +88.6% |
| 10Y | +54.6% | +65.0% | -10.4% | -16.8% |
| All | +697.7% | +162.8% | +534.9% | +248.9% |
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