+1,858.4%
INTU vs OVV
+146.7%
+1,711.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.7% |
| 7D | +0.1% | -16.7% | +16.8% | +2.7% |
| 30D | +15.4% | -1.5% | +16.9% | +15.4% |
| 3M | +6.6% | +1.6% | +5.0% | +6.0% |
| 6M | -11.3% | +2.0% | -13.3% | -12.0% |
| YTD | -47.7% | +56.8% | -104.5% | -51.6% |
| 1Y | -47.0% | +64.8% | -111.9% | -51.4% |
| 3Y | -29.9% | +38.3% | -68.2% | -35.2% |
| 5Y | -42.2% | +84.9% | -127.1% | -50.2% |
| 10Y | +251.7% | +54.5% | +197.1% | +151.5% |
| All | +1,858.4% | +146.7% | +1,711.7% | +891.7% |
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