-38.4%
INTU vs OVV
+160.2%
-198.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.5% |
| 3M | +10.7% | +9.8% | +0.9% | +8.6% |
| 6M | -23.8% | +26.6% | -50.4% | -27.2% |
| YTD | -49.3% | +67.0% | -116.3% | -54.0% |
| 1Y | -49.7% | +55.9% | -105.6% | -53.9% |
| 3Y | -38.0% | +45.5% | -83.5% | -44.1% |
| All | -38.4% | +160.2% | -198.6% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling