-7.7%
MDB vs OVV
+75.2%
-82.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.6% | +3.5% | -2.6% |
| 7D | -16.5% | -12.1% | -4.4% | -17.6% |
| 30D | -8.6% | +2.9% | -11.5% | -7.7% |
| 3M | -13.6% | +3.7% | -17.3% | -12.6% |
| 6M | +24.1% | +0.6% | +23.4% | +23.8% |
| YTD | -21.8% | +62.5% | -84.2% | -3.4% |
| 1Y | -7.7% | +72.0% | -79.7% | +18.6% |
| All | -7.7% | +75.2% | -82.9% | +18.6% |
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