+42.7%
MKSI vs OVV
+75.2%
-32.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.6% | +0.6% | -6.4% |
| 7D | -10.7% | -12.1% | +1.4% | -13.7% |
| 30D | -30.5% | +2.9% | -33.4% | -29.5% |
| 3M | -39.2% | +3.7% | -42.9% | -37.9% |
| 6M | -33.0% | +0.6% | -33.6% | -31.2% |
| YTD | +22.3% | +62.5% | -40.1% | +31.6% |
| 1Y | +42.7% | +72.0% | -29.3% | +52.8% |
| All | +42.7% | +75.2% | -32.5% | +52.8% |
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