+4,751.9%
GILD vs OVV
+159.7%
+4,592.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -4.2% | -2.9% | -1.3% | -4.0% |
| 30D | +6.7% | +0.9% | +5.8% | +6.6% |
| 3M | +20.0% | +11.0% | +8.9% | +18.5% |
| 6M | -1.3% | +22.3% | -23.6% | -3.8% |
| YTD | +19.4% | +65.1% | -45.6% | +12.8% |
| 1Y | +28.9% | +53.1% | -24.2% | +22.5% |
| 3Y | +110.3% | +46.7% | +63.6% | +97.6% |
| 5Y | +144.8% | +155.5% | -10.7% | +108.6% |
| 10Y | +164.4% | +55.6% | +108.8% | +105.5% |
| All | +4,751.9% | +159.7% | +4,592.2% | +2,538.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling