+849.8%
MDB vs OVV
+30.8%
+819.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.9% | -4.4% | -6.8% |
| 7D | -20.9% | -14.9% | -6.0% | -18.9% |
| 30D | -15.6% | -0.9% | -14.6% | -15.5% |
| 3M | -19.1% | +5.6% | -24.6% | -19.9% |
| 6M | +14.2% | -2.5% | +16.7% | +14.1% |
| YTD | -27.4% | +57.8% | -85.2% | -33.1% |
| 1Y | -13.0% | +70.1% | -83.1% | -20.9% |
| 3Y | -11.2% | +35.1% | -46.4% | -17.6% |
| 5Y | -45.2% | +86.1% | -131.3% | -51.6% |
| All | +849.8% | +30.8% | +819.0% | +642.4% |
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