-31.8%
MP vs OVV
+67.1%
-98.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.6% | +5.0% |
| 7D | -10.5% | -16.7% | +6.1% | -10.8% |
| 30D | -23.5% | -1.5% | -22.0% | -23.5% |
| 3M | -25.4% | +1.6% | -27.0% | -25.6% |
| 6M | -51.3% | +2.0% | -53.3% | -51.6% |
| YTD | -29.9% | +56.8% | -86.7% | -37.7% |
| 1Y | -31.8% | +64.8% | -96.7% | -41.6% |
| All | -31.8% | +67.1% | -98.9% | -41.6% |
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