+41.0%
NFLX vs OVV
+57.6%
-16.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.1% | -3.1% |
| 7D | -4.4% | +6.5% | -10.9% | -5.0% |
| 30D | -11.0% | -2.7% | -8.4% | -10.9% |
| 3M | -15.5% | +3.1% | -18.7% | -16.0% |
| 6M | -28.5% | +12.8% | -41.3% | -29.8% |
| YTD | -33.1% | +68.1% | -101.3% | -38.1% |
| 1Y | -45.8% | +73.6% | -119.5% | -50.2% |
| All | +41.0% | +57.6% | -16.6% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling