+229.5%
GM vs OVV
+58.8%
+170.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -0.2% | +8.0% | -8.2% | -1.4% |
| 30D | +3.6% | -2.0% | +5.6% | +3.6% |
| 3M | -0.2% | +5.4% | -5.7% | -1.6% |
| 6M | +13.9% | +14.3% | -0.3% | +10.1% |
| YTD | +6.5% | +69.4% | -63.0% | -8.9% |
| 1Y | +20.7% | +72.4% | -51.7% | +2.5% |
| 3Y | +229.5% | +58.4% | +171.1% | +174.7% |
| All | +229.5% | +58.8% | +170.7% | +174.7% |
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 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