+2.5%
LIN vs OVV
+61.5%
-59.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -1.0% |
| 7D | -2.1% | +0.3% | -2.4% | -2.1% |
| 30D | -2.4% | +11.7% | -14.2% | -2.4% |
| 3M | -5.6% | +9.8% | -15.4% | -5.5% |
| 6M | -3.4% | +26.6% | -30.0% | -4.0% |
| YTD | +13.1% | +67.0% | -53.9% | +12.2% |
| 1Y | +2.5% | +55.9% | -53.5% | +0.8% |
| All | +2.5% | +61.5% | -59.1% | +0.8% |
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 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