+1,049.8%
MDB vs OVV
+38.4%
+1,011.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.3% | -3.8% |
| 7D | -17.4% | +0.3% | -17.7% | -17.5% |
| 30D | -2.0% | +11.7% | -13.8% | -3.7% |
| 3M | -3.0% | +9.8% | -12.8% | -4.7% |
| 6M | +48.7% | +26.6% | +22.1% | +42.6% |
| YTD | -12.1% | +67.0% | -79.2% | -19.5% |
| 1Y | +14.5% | +55.9% | -41.4% | +5.6% |
| 3Y | -6.1% | +45.5% | -51.6% | -13.9% |
| 5Y | -27.3% | +157.3% | -184.7% | -38.1% |
| All | +1,049.8% | +38.4% | +1,011.4% | +792.4% |
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