+875.5%
MDB vs OVV
+29.9%
+845.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -11.4% | -16.7% | +5.3% | -8.9% |
| 30D | -13.8% | -1.5% | -12.3% | -13.7% |
| 3M | -15.5% | +1.6% | -17.0% | -15.8% |
| 6M | +17.9% | +2.0% | +15.9% | +17.0% |
| YTD | -25.5% | +56.8% | -82.3% | -31.2% |
| 1Y | -12.1% | +64.8% | -76.9% | -19.7% |
| 3Y | -5.9% | +38.3% | -44.1% | -12.9% |
| 5Y | -43.7% | +84.9% | -128.6% | -50.2% |
| All | +875.5% | +29.9% | +845.5% | +663.2% |
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