-42.3%
MSTR vs OVV
+75.2%
-117.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.6% | +10.7% | +4.5% |
| 7D | -1.8% | -12.1% | +10.3% | -2.9% |
| 30D | -13.3% | +2.9% | -16.2% | -13.5% |
| 3M | +46.0% | +3.7% | +42.3% | +45.3% |
| 6M | -22.4% | +0.6% | -23.1% | -22.9% |
| YTD | -6.2% | +62.5% | -68.7% | -20.4% |
| 1Y | -42.3% | +72.0% | -114.3% | -52.3% |
| All | -42.3% | +75.2% | -117.5% | -52.3% |
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