+52,774.0%
NFLX vs OVV
+158.2%
+52,615.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.3% |
| 7D | -0.3% | -7.3% | +7.0% | +0.8% |
| 30D | -10.0% | -3.6% | -6.4% | -9.7% |
| 3M | -17.1% | -2.6% | -14.4% | -17.0% |
| 6M | -27.7% | +7.6% | -35.3% | -29.0% |
| YTD | -32.5% | +59.6% | -92.1% | -37.8% |
| 1Y | -43.5% | +62.2% | -105.7% | -48.2% |
| 3Y | +41.4% | +49.6% | -8.2% | +28.9% |
| 5Y | -2.2% | +98.9% | -101.1% | -17.7% |
| 10Y | +448.1% | +45.1% | +402.9% | +301.9% |
| All | +52,774.0% | +158.2% | +52,615.8% | +21,737.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling