+1,045.1%
EWY vs OVV
+162.8%
+882.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.7% | +6.3% | +5.0% |
| 7D | +4.8% | +0.3% | +4.5% | +4.7% |
| 30D | +11.7% | +11.7% | -0.1% | +8.7% |
| 3M | -7.4% | +9.8% | -17.2% | -9.9% |
| 6M | +40.6% | +26.6% | +14.0% | +31.3% |
| YTD | +94.3% | +67.0% | +27.2% | +70.0% |
| 1Y | +164.3% | +55.9% | +108.4% | +133.9% |
| 3Y | +221.0% | +45.5% | +175.5% | +180.0% |
| 5Y | +139.1% | +157.3% | -18.2% | +71.7% |
| 10Y | +298.8% | +65.0% | +233.8% | +132.1% |
| All | +1,045.1% | +162.8% | +882.3% | +412.1% |
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