+72.0%
OVV vs ADVB
-76.7%
+148.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.5% | -1.1% | -5.5% |
| 7D | -12.1% | -29.5% | +17.4% | -11.6% |
| 30D | +2.9% | -66.9% | +69.7% | +4.9% |
| 3M | +3.7% | -73.7% | +77.4% | +6.0% |
| 6M | +0.6% | -64.8% | +65.4% | +2.5% |
| YTD | +62.5% | -64.0% | +126.5% | +63.9% |
| 1Y | +72.0% | -77.0% | +149.0% | +80.0% |
| All | +72.0% | -76.7% | +148.7% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling