+160.4%
EWY vs OVV
+59.6%
+100.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.5% |
| 7D | +6.7% | -3.8% | +10.5% | +6.1% |
| 30D | +17.0% | +1.3% | +15.7% | +17.2% |
| 3M | +3.7% | +14.3% | -10.7% | +5.8% |
| 6M | +42.5% | +21.1% | +21.4% | +42.8% |
| YTD | +96.2% | +66.0% | +30.2% | +87.7% |
| 1Y | +160.4% | +59.3% | +101.1% | +149.6% |
| All | +160.4% | +59.6% | +100.7% | +149.6% |
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