+89.1%
JBL vs OVV
+34.1%
+55.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -12.3% | -16.7% | +4.3% | -8.5% |
| 30D | -20.2% | -1.5% | -18.7% | -19.9% |
| 3M | -30.6% | +1.6% | -32.2% | -31.3% |
| 6M | -35.8% | +2.0% | -37.8% | -36.8% |
| YTD | +4.9% | +56.8% | -51.9% | -12.2% |
| 1Y | +11.3% | +64.8% | -53.5% | -8.8% |
| 3Y | +89.1% | +38.3% | +50.8% | +53.9% |
| All | +89.1% | +34.1% | +55.0% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling