-51.1%
FIS vs OVV
+75.2%
-126.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -5.6% | -18.1% | -23.3% |
| 7D | -18.4% | -12.1% | -6.3% | -18.4% |
| 30D | -11.4% | +2.9% | -14.2% | -10.9% |
| 3M | -32.0% | +3.7% | -35.7% | -31.5% |
| 6M | -35.6% | +0.6% | -36.2% | -35.1% |
| YTD | -53.8% | +62.5% | -116.3% | -51.4% |
| 1Y | -51.1% | +72.0% | -123.1% | -47.8% |
| All | -51.1% | +75.2% | -126.2% | -47.8% |
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