+70.4%
MNST vs OVV
+35.0%
+35.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.9% |
| 7D | +3.2% | -14.9% | +18.1% | +3.3% |
| 30D | +10.6% | -0.9% | +11.5% | +10.5% |
| 3M | +1.3% | +5.6% | -4.3% | +1.2% |
| 6M | +26.2% | -2.5% | +28.7% | +26.2% |
| YTD | +24.8% | +57.8% | -33.1% | +22.1% |
| 1Y | +40.9% | +70.1% | -29.1% | +37.3% |
| All | +70.4% | +35.0% | +35.4% | +66.9% |
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