+278.2%
GE vs OVV
+54.1%
+224.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.0% | -1.6% | +1.1% |
| 7D | +4.0% | +1.2% | +2.8% | +3.9% |
| 30D | +11.1% | -2.5% | +13.6% | +11.0% |
| 3M | -6.7% | +0.5% | -7.2% | -7.3% |
| 6M | +14.3% | +8.5% | +5.8% | +12.0% |
| YTD | +11.7% | +64.5% | -52.7% | -2.2% |
| 1Y | +10.9% | +64.7% | -53.8% | -3.3% |
| All | +278.2% | +54.1% | +224.1% | +237.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling