+65.8%
FDX vs OVV
+45.7%
+20.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.2% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | +3.8% | +11.7% | -7.9% | +1.5% |
| 3M | -1.3% | +9.8% | -11.1% | -3.4% |
| 6M | +5.0% | +26.6% | -21.5% | -1.6% |
| YTD | +39.6% | +67.0% | -27.4% | +21.6% |
| 1Y | +81.1% | +55.9% | +25.2% | +59.9% |
| All | +65.8% | +45.7% | +20.1% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling