+9.0%
MSFT vs OVV
+75.2%
-66.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -5.6% | +12.3% | +6.1% |
| 7D | +4.7% | -12.1% | +16.8% | +3.7% |
| 30D | +5.8% | +2.9% | +3.0% | +6.3% |
| 3M | +13.0% | +3.7% | +9.3% | +13.6% |
| 6M | +34.9% | +0.6% | +34.3% | +35.3% |
| YTD | +15.7% | +62.5% | -46.8% | +24.0% |
| 1Y | +9.0% | +72.0% | -63.1% | +17.1% |
| All | +9.0% | +75.2% | -66.2% | +17.1% |
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