+319.2%
GDX vs OVV
+46.5%
+272.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.8% | -7.3% | -5.6% |
| 7D | +11.5% | -7.3% | +18.7% | +12.1% |
| 30D | -3.1% | -3.6% | +0.4% | -3.0% |
| 3M | -4.4% | -2.6% | -1.8% | -4.4% |
| 6M | -8.6% | +7.6% | -16.1% | -9.6% |
| YTD | +0.8% | +59.6% | -58.8% | -4.3% |
| 1Y | +14.7% | +62.2% | -47.6% | +8.6% |
| 3Y | +228.8% | +49.6% | +179.2% | +210.3% |
| 5Y | +173.4% | +98.9% | +74.4% | +150.7% |
| 10Y | +319.2% | +45.1% | +274.1% | +246.3% |
| All | +319.2% | +46.5% | +272.7% | +246.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling