-19.3%
GDXJ vs OVV
+8.9%
-28.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -0.6% |
| 7D | +0.3% | +1.2% | -1.0% | +0.9% |
| 30D | -7.4% | -2.5% | -4.9% | -8.1% |
| 3M | -11.9% | +0.5% | -12.4% | -11.3% |
| 6M | -19.3% | +8.5% | -27.8% | -17.3% |
| All | -19.3% | +8.9% | -28.2% | -17.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling