+22,692.9%
ISRG vs OVV
+148.3%
+22,544.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.9% | 0.0% | -2.3% |
| 7D | +4.4% | -14.9% | +19.3% | +7.3% |
| 30D | +15.8% | -0.9% | +16.7% | +15.6% |
| 3M | +24.9% | +5.6% | +19.3% | +23.1% |
| 6M | +3.8% | -2.5% | +6.3% | +3.1% |
| YTD | -17.3% | +57.8% | -75.1% | -25.4% |
| 1Y | -14.6% | +70.1% | -84.7% | -24.2% |
| 3Y | +68.2% | +35.1% | +33.1% | +52.7% |
| 5Y | +28.4% | +86.1% | -57.7% | +5.5% |
| 10Y | +528.0% | +55.5% | +472.5% | +313.9% |
| All | +22,692.9% | +148.3% | +22,544.5% | +9,357.8% |
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