-10.8%
MDLN vs OVV
+74.6%
-85.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | -0.2% |
| 7D | +3.7% | +0.3% | +3.4% | +3.7% |
| 30D | -0.2% | +11.7% | -11.9% | +0.5% |
| 3M | +6.2% | +9.8% | -3.6% | +7.6% |
| 6M | -14.7% | +26.6% | -41.2% | -14.4% |
| YTD | -12.9% | +67.0% | -79.9% | -15.9% |
| All | -10.8% | +74.6% | -85.3% | -14.1% |
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