+241.2%
FLEX vs OVV
+35.0%
+206.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.9% | -10.8% | -12.9% |
| 7D | -28.3% | -14.9% | -13.4% | -25.6% |
| 30D | -45.0% | -0.9% | -44.1% | -45.0% |
| 3M | -45.2% | +5.6% | -50.8% | -46.4% |
| 6M | -30.8% | -2.5% | -28.3% | -31.4% |
| YTD | +10.4% | +57.8% | -47.4% | -11.0% |
| 1Y | +2.3% | +70.1% | -67.8% | -20.7% |
| All | +241.2% | +35.0% | +206.3% | +170.3% |
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