-8.5%
NFLX vs OVV
+107.0%
-115.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -1.0% |
| 7D | -2.0% | +8.0% | -10.0% | -3.0% |
| 30D | -11.9% | -2.0% | -9.9% | -11.9% |
| 3M | -20.6% | +5.4% | -26.0% | -21.4% |
| 6M | -29.0% | +14.3% | -43.3% | -30.8% |
| YTD | -33.7% | +69.4% | -103.1% | -39.5% |
| 1Y | -46.2% | +72.4% | -118.5% | -51.1% |
| 3Y | +39.8% | +58.4% | -18.6% | +25.7% |
| All | -8.5% | +107.0% | -115.5% | -25.3% |
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 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