+159.7%
GILD vs OVV
+56.5%
+103.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -4.8% | -1.7% | -3.2% | -4.7% |
| 30D | +5.8% | +0.8% | +5.0% | +5.7% |
| 3M | +14.9% | +13.3% | +1.7% | +14.1% |
| 6M | -0.4% | +16.9% | -17.3% | -1.4% |
| YTD | +18.5% | +64.3% | -45.7% | +15.1% |
| 1Y | +25.1% | +54.2% | -29.1% | +21.8% |
| 3Y | +105.9% | +51.3% | +54.6% | +99.1% |
| 5Y | +143.0% | +154.3% | -11.3% | +124.4% |
| All | +159.7% | +56.5% | +103.2% | +124.5% |
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