-0.2%
MDLN vs OVV
+66.8%
-67.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.9% |
| 7D | +20.0% | -7.3% | +27.3% | +18.3% |
| 30D | +12.8% | -3.6% | +16.4% | +11.6% |
| 3M | +21.0% | -2.6% | +23.6% | +19.8% |
| 6M | +3.5% | +7.6% | -4.1% | +3.8% |
| YTD | -2.6% | +59.6% | -62.2% | -7.0% |
| All | -0.2% | +66.8% | -67.0% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling