+3.3%
MSFT vs OVV
+65.7%
-62.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.0% |
| 7D | -6.2% | +1.2% | -7.5% | -6.1% |
| 30D | -3.7% | -2.5% | -1.2% | -3.7% |
| 3M | +3.6% | +0.5% | +3.1% | +4.0% |
| 6M | +26.8% | +8.5% | +18.3% | +28.4% |
| YTD | +8.4% | +64.5% | -56.0% | +16.8% |
| 1Y | +3.3% | +64.7% | -61.4% | +11.2% |
| All | +3.3% | +65.7% | -62.4% | +11.2% |
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