+2,999.3%
MCO vs OVV
+162.8%
+2,836.5%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.8% |
| 7D | -4.2% | +0.3% | -4.4% | -4.2% |
| 30D | +2.2% | +11.7% | -9.5% | -0.1% |
| 3M | +10.1% | +9.8% | +0.3% | +7.6% |
| 6M | +5.3% | +26.6% | -21.3% | -0.5% |
| YTD | -2.7% | +67.0% | -69.8% | -13.4% |
| 1Y | -0.4% | +55.9% | -56.3% | -10.4% |
| 3Y | +49.0% | +45.5% | +3.5% | +32.6% |
| 5Y | +33.6% | +157.3% | -123.7% | +0.5% |
| 10Y | +395.3% | +65.0% | +330.3% | +199.9% |
| All | +2,999.3% | +162.8% | +2,836.5% | +1,798.4% |
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