+67.7%
OVV vs ADVB
-97.6%
+165.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.5% | +6.7% | -2.6% |
| 7D | -14.9% | -28.0% | +13.1% | -14.1% |
| 30D | -0.9% | -70.2% | +69.3% | +2.6% |
| 3M | +5.6% | -76.1% | +81.6% | +9.7% |
| 6M | -2.5% | -72.3% | +69.8% | -0.4% |
| YTD | +57.8% | -67.5% | +125.3% | +57.9% |
| 1Y | +70.1% | -78.6% | +148.6% | +74.2% |
| All | +67.7% | -97.6% | +165.4% | +130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling