+157.0%
MKSI vs OVV
+61.5%
+95.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +6.0% | +4.1% |
| 7D | +1.8% | +0.3% | +1.5% | +1.8% |
| 30D | -16.8% | +11.7% | -28.5% | -15.6% |
| 3M | -21.1% | +9.8% | -30.9% | -19.6% |
| 6M | +10.8% | +26.6% | -15.7% | +10.9% |
| YTD | +63.3% | +67.0% | -3.7% | +55.4% |
| 1Y | +157.0% | +55.9% | +101.1% | +139.3% |
| All | +157.0% | +61.5% | +95.4% | +139.3% |
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