+49.0%
JBL vs OVV
+59.6%
-10.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +4.0% | -3.8% | +7.8% | +3.8% |
| 30D | -7.5% | +1.3% | -8.8% | -7.4% |
| 3M | -14.1% | +14.3% | -28.4% | -13.7% |
| 6M | +25.9% | +21.1% | +4.8% | +23.3% |
| YTD | +36.7% | +66.0% | -29.4% | +25.5% |
| 1Y | +49.0% | +59.3% | -10.3% | +35.7% |
| All | +49.0% | +59.6% | -10.6% | +35.7% |
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