+339.4%
MXL vs OVV
+57.8%
+281.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -3.0% |
| 7D | +16.6% | -2.9% | +19.5% | +16.6% |
| 30D | +0.5% | +0.9% | -0.4% | +0.4% |
| 3M | -3.6% | +11.0% | -14.7% | -3.7% |
| 6M | +328.0% | +22.3% | +305.7% | +320.8% |
| YTD | +297.8% | +65.1% | +232.8% | +258.9% |
| 1Y | +339.4% | +53.1% | +286.3% | +296.4% |
| All | +339.4% | +57.8% | +281.6% | +296.4% |
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 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