+117.2%
MPC vs OVV
+75.2%
+42.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.6% | -2.5% | -4.9% |
| 7D | -10.9% | -12.1% | +1.2% | -4.2% |
| 30D | -9.4% | +2.9% | -12.3% | -10.6% |
| 3M | +26.0% | +3.7% | +22.3% | +23.1% |
| 6M | +56.5% | +0.6% | +55.9% | +54.9% |
| YTD | +144.3% | +62.5% | +81.8% | +96.7% |
| 1Y | +117.2% | +72.0% | +45.2% | +71.4% |
| All | +117.2% | +75.2% | +42.1% | +71.4% |
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