-42.2%
INTU vs OVV
+84.0%
-126.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.6% |
| 7D | +0.1% | -16.7% | +16.8% | +3.2% |
| 30D | +15.4% | -1.5% | +16.9% | +15.3% |
| 3M | +6.6% | +1.6% | +5.0% | +5.8% |
| 6M | -11.3% | +2.0% | -13.3% | -12.2% |
| YTD | -47.7% | +56.8% | -104.5% | -52.5% |
| 1Y | -47.0% | +64.8% | -111.9% | -52.4% |
| 3Y | -29.9% | +38.3% | -68.2% | -36.7% |
| All | -42.2% | +84.0% | -126.3% | -51.1% |
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