-1.6%
MDLN vs OVV
+69.8%
-71.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -5.6% | +24.0% | +17.1% |
| 7D | +24.7% | -12.1% | +36.8% | +22.2% |
| 30D | +12.7% | +2.9% | +9.8% | +12.5% |
| 3M | -4.0% | +3.7% | -7.7% | -4.1% |
| 6M | -8.7% | +0.6% | -9.3% | -8.0% |
| YTD | -3.9% | +62.5% | -66.4% | -8.0% |
| All | -1.6% | +69.8% | -71.4% | -6.0% |
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