+50.3%
INTC vs OVV
+34.1%
+16.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.4% | +7.9% |
| 7D | -14.4% | -16.7% | +2.2% | -10.7% |
| 30D | -50.2% | -1.5% | -48.8% | -50.1% |
| 3M | -43.6% | +1.6% | -45.2% | -44.4% |
| 6M | -50.2% | +2.0% | -52.2% | -51.3% |
| YTD | +52.5% | +56.8% | -4.3% | +24.9% |
| 1Y | +51.1% | +64.8% | -13.7% | +20.8% |
| 3Y | +50.3% | +38.3% | +12.0% | +17.6% |
| All | +50.3% | +34.1% | +16.2% | +17.6% |
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