+152.3%
GDX vs OVV
+101.5%
+50.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.2% | -4.3% |
| 7D | -4.6% | +6.5% | -11.1% | -5.5% |
| 30D | -6.2% | -2.7% | -3.5% | -6.1% |
| 3M | -10.0% | +3.1% | -13.2% | -10.9% |
| 6M | -15.8% | +12.8% | -28.6% | -18.1% |
| YTD | -4.6% | +68.1% | -72.7% | -14.9% |
| 1Y | +4.0% | +73.6% | -69.6% | -7.9% |
| 3Y | +211.1% | +57.6% | +153.5% | +173.4% |
| 5Y | +152.3% | +104.5% | +47.7% | +112.3% |
| All | +152.3% | +101.5% | +50.8% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling