+49.5%
JBL vs OVV
+61.5%
-12.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +1.4% |
| 7D | +3.0% | +0.3% | +2.8% | +3.0% |
| 30D | -8.3% | +11.7% | -20.0% | -7.9% |
| 3M | -16.9% | +9.8% | -26.7% | -16.4% |
| 6M | +21.8% | +26.6% | -4.8% | +18.7% |
| YTD | +36.3% | +67.0% | -30.7% | +25.8% |
| 1Y | +49.5% | +55.9% | -6.4% | +37.1% |
| All | +49.5% | +61.5% | -12.0% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling