+280.4%
GE vs OVV
+45.7%
+234.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.3% |
| 7D | -1.6% | +0.3% | -1.9% | -1.6% |
| 30D | -11.6% | +11.7% | -23.3% | -12.8% |
| 3M | +3.0% | +9.8% | -6.8% | +1.5% |
| 6M | -0.5% | +26.6% | -27.1% | -5.8% |
| YTD | +9.7% | +67.0% | -57.3% | -2.9% |
| 1Y | +20.0% | +55.9% | -35.9% | +7.6% |
| All | +280.4% | +45.7% | +234.7% | +236.0% |
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