-38.1%
INTU vs OVV
+45.7%
-83.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.6% | -3.1% |
| 7D | -7.1% | +0.3% | -7.3% | -7.1% |
| 30D | +1.5% | +11.7% | -10.3% | -0.1% |
| 3M | +10.7% | +9.8% | +0.9% | +9.1% |
| 6M | -23.8% | +26.6% | -50.4% | -26.4% |
| YTD | -49.3% | +67.0% | -116.3% | -53.0% |
| 1Y | -49.7% | +55.9% | -105.6% | -52.9% |
| All | -38.1% | +45.7% | -83.8% | -43.5% |
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