+116.7%
MPC vs OVV
+75.5%
+41.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | 0.0% |
| 7D | +11.2% | +8.0% | +3.2% | +6.3% |
| 30D | -14.5% | -2.0% | -12.5% | -13.4% |
| 3M | +16.7% | +5.4% | +11.2% | +12.9% |
| 6M | +67.6% | +14.3% | +53.3% | +54.2% |
| YTD | +157.9% | +69.4% | +88.5% | +102.1% |
| 1Y | +116.7% | +72.4% | +44.3% | +69.1% |
| All | +116.7% | +75.5% | +41.2% | +69.1% |
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