+54.8%
GDX vs OVV
+61.5%
-6.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -2.4% |
| 7D | -0.4% | +0.3% | -0.7% | -0.4% |
| 30D | +18.6% | +11.7% | +6.9% | +20.3% |
| 3M | +14.9% | +9.8% | +5.1% | +16.5% |
| 6M | -6.3% | +26.6% | -32.8% | -7.5% |
| YTD | +15.7% | +67.0% | -51.3% | +10.4% |
| 1Y | +54.8% | +55.9% | -1.1% | +43.1% |
| All | +54.8% | +61.5% | -6.7% | +43.1% |
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 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