+48.7%
EWY vs OVV
+61.3%
-12.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -1.7% |
| 7D | -10.2% | -7.3% | -3.0% | -11.6% |
| 30D | -21.5% | -3.6% | -17.9% | -21.8% |
| 3M | -14.7% | -2.6% | -12.0% | -14.5% |
| 6M | -26.8% | +7.6% | -34.4% | -24.9% |
| YTD | +43.2% | +59.6% | -16.4% | +36.5% |
| 1Y | +48.7% | +62.2% | -13.5% | +42.3% |
| All | +48.7% | +61.3% | -12.6% | +42.3% |
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