+15,692.2%
MA vs OVV
-21.7%
+15,713.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.9% |
| 7D | +3.2% | -14.9% | +18.1% | +6.3% |
| 30D | +15.9% | -0.9% | +16.9% | +15.9% |
| 3M | +15.2% | +5.6% | +9.6% | +13.4% |
| 6M | +32.4% | -2.5% | +34.9% | +31.8% |
| YTD | +15.6% | +57.8% | -42.2% | +3.9% |
| 1Y | +19.3% | +70.1% | -50.8% | +5.4% |
| 3Y | +73.0% | +35.1% | +37.8% | +55.9% |
| 5Y | +93.7% | +86.1% | +7.7% | +55.2% |
| 10Y | +575.0% | +55.5% | +519.4% | +319.8% |
| All | +15,692.2% | -21.7% | +15,713.8% | +10,021.4% |
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