+461.0%
INTC vs OVV
+162.8%
+298.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +4.8% |
| 7D | +7.1% | +0.3% | +6.8% | +7.0% |
| 30D | -5.2% | +11.7% | -16.9% | -7.4% |
| 3M | -14.3% | +9.8% | -24.1% | -16.3% |
| 6M | +110.2% | +26.6% | +83.6% | +98.4% |
| YTD | +159.6% | +67.0% | +92.6% | +131.2% |
| 1Y | +289.3% | +55.9% | +233.3% | +250.7% |
| 3Y | +166.1% | +45.5% | +120.6% | +139.6% |
| 5Y | +94.4% | +157.3% | -63.0% | +50.6% |
| 10Y | +227.7% | +65.0% | +162.7% | +112.5% |
| All | +461.0% | +162.8% | +298.2% | +143.8% |
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