-63.2%
FLUT vs OVV
+75.2%
-138.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.6% | +3.3% | -2.7% |
| 7D | +4.2% | -12.1% | +16.3% | +3.1% |
| 30D | +8.0% | +2.9% | +5.1% | +7.9% |
| 3M | -22.1% | +3.7% | -25.8% | -22.1% |
| 6M | -21.7% | +0.6% | -22.3% | -21.9% |
| YTD | -62.0% | +62.5% | -124.4% | -61.4% |
| 1Y | -63.2% | +72.0% | -135.2% | -63.2% |
| All | -63.2% | +75.2% | -138.3% | -63.2% |
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