-15.4%
MDLN vs OVV
+72.8%
-88.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.2% | -5.3% |
| 7D | -1.2% | -3.7% | +2.5% | -1.5% |
| 30D | -1.5% | +8.0% | -9.5% | -1.0% |
| 3M | +2.6% | +11.3% | -8.6% | +3.8% |
| 6M | -20.9% | +24.0% | -44.9% | -20.6% |
| YTD | -17.4% | +65.3% | -82.7% | -20.4% |
| All | -15.4% | +72.8% | -88.2% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling