-2.5%
MDLN vs OVV
+75.7%
-78.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.4% | -4.7% |
| 7D | +0.6% | +6.5% | -6.0% | +1.9% |
| 30D | +12.0% | -2.7% | +14.6% | +11.5% |
| 3M | +12.6% | +3.1% | +9.5% | +12.8% |
| 6M | +3.7% | +12.8% | -9.1% | +5.2% |
| YTD | -4.8% | +68.1% | -72.9% | -8.1% |
| All | -2.5% | +75.7% | -78.2% | -6.1% |
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 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