+46.2%
MSTR vs OVV
+85.0%
-38.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -4.0% | -10.7% | +6.8% | +0.4% |
| 30D | -18.6% | -5.3% | -13.3% | -17.5% |
| 3M | +25.6% | +2.4% | +23.2% | +22.2% |
| 6M | -33.1% | +5.7% | -38.7% | -36.5% |
| YTD | -17.3% | +56.8% | -74.1% | -35.9% |
| 1Y | -48.1% | +59.3% | -107.4% | -60.3% |
| 3Y | +154.2% | +49.0% | +105.2% | +92.8% |
| 5Y | +46.2% | +88.1% | -41.9% | -6.4% |
| All | +46.2% | +85.0% | -38.8% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling