+26.1%
JBL vs OVV
+75.5%
-49.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | +6.3% | +8.0% | -1.7% | +6.4% |
| 30D | -13.5% | -2.0% | -11.5% | -13.5% |
| 3M | -31.3% | +5.4% | -36.8% | -31.1% |
| 6M | -28.4% | +14.3% | -42.7% | -27.8% |
| YTD | +11.6% | +69.4% | -57.8% | -0.2% |
| 1Y | +26.1% | +72.4% | -46.2% | +12.7% |
| All | +26.1% | +75.5% | -49.4% | +12.7% |
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 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