+2,505.9%
LIN vs OVV
+162.8%
+2,343.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.6% |
| 7D | -2.1% | +0.3% | -2.4% | -2.2% |
| 30D | -2.4% | +11.7% | -14.2% | -4.6% |
| 3M | -5.6% | +9.8% | -15.4% | -7.6% |
| 6M | -3.4% | +26.6% | -30.0% | -8.4% |
| YTD | +13.1% | +67.0% | -53.9% | +1.4% |
| 1Y | +2.5% | +55.9% | -53.5% | -7.3% |
| 3Y | +27.6% | +45.5% | -17.9% | +13.8% |
| 5Y | +63.0% | +157.3% | -94.3% | +22.9% |
| 10Y | +359.3% | +65.0% | +294.3% | +187.9% |
| All | +2,505.9% | +162.8% | +2,343.1% | +1,000.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling