+689.2%
NFLX vs OVV
+61.5%
+627.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -5.2% |
| 7D | -4.2% | +0.3% | -4.5% | -4.3% |
| 30D | +5.5% | +11.7% | -6.3% | +4.3% |
| 3M | -4.1% | +9.8% | -13.9% | -5.1% |
| 6M | -20.7% | +26.6% | -47.2% | -22.8% |
| YTD | -16.5% | +67.0% | -83.6% | -21.0% |
| 1Y | -37.8% | +55.9% | -93.7% | -40.8% |
| 3Y | +77.9% | +45.5% | +32.4% | +68.2% |
| 5Y | +32.5% | +157.3% | -124.8% | +17.3% |
| All | +689.2% | +61.5% | +627.7% | +608.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling