+747.6%
OVV vs ACI
+25.9%
+721.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +11.7% | +5.9% | +5.8% | +10.8% |
| 3M | +9.8% | -19.8% | +29.6% | +12.6% |
| 6M | +26.6% | -24.7% | +51.3% | +30.9% |
| YTD | +67.0% | -24.4% | +91.4% | +72.5% |
| 1Y | +55.9% | -31.5% | +87.4% | +63.3% |
| 3Y | +45.5% | -38.7% | +84.2% | +54.4% |
| 5Y | +157.3% | -42.8% | +200.2% | +170.3% |
| All | +747.6% | +25.9% | +721.7% | +819.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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