+66.1%
INTC vs OVV
+75.5%
-9.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.4% |
| 7D | +6.0% | +8.0% | -2.0% | +7.2% |
| 30D | -39.2% | -2.0% | -37.2% | -39.2% |
| 3M | -42.9% | +5.4% | -48.4% | -41.9% |
| 6M | -50.4% | +14.3% | -64.7% | -48.9% |
| YTD | +61.7% | +69.4% | -7.7% | +53.1% |
| 1Y | +66.1% | +72.4% | -6.2% | +57.1% |
| All | +66.1% | +75.5% | -9.4% | +57.1% |
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