+57.4%
INTC vs OVV
+75.2%
-17.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.6% | +1.8% | -4.8% |
| 7D | -39.0% | -12.1% | -26.9% | -40.4% |
| 30D | -49.8% | +2.9% | -52.7% | -49.1% |
| 3M | -42.2% | +3.7% | -45.9% | -41.2% |
| 6M | -39.2% | +0.6% | -39.8% | -37.9% |
| YTD | +57.9% | +62.5% | -4.5% | +52.9% |
| 1Y | +57.4% | +72.0% | -14.7% | +55.9% |
| All | +57.4% | +75.2% | -17.8% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling