+229.5%
INTC vs OVV
+146.7%
+82.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.4% | +7.8% |
| 7D | -14.4% | -16.7% | +2.2% | -11.3% |
| 30D | -50.2% | -1.5% | -48.8% | -50.2% |
| 3M | -43.6% | +1.6% | -45.2% | -44.2% |
| 6M | -50.2% | +2.0% | -52.2% | -51.0% |
| YTD | +52.5% | +56.8% | -4.3% | +36.9% |
| 1Y | +51.1% | +64.8% | -13.7% | +34.1% |
| 3Y | +50.3% | +38.3% | +12.0% | +36.4% |
| 5Y | +19.2% | +84.9% | -65.7% | -1.8% |
| 10Y | +105.1% | +54.5% | +50.6% | +35.0% |
| All | +229.5% | +146.7% | +82.8% | +44.4% |
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