+69.6%
OVV vs ADVB
-97.4%
+167.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.1% | +1.7% |
| 7D | -7.3% | -4.1% | -3.2% | -7.2% |
| 30D | -3.6% | -60.3% | +56.7% | -1.1% |
| 3M | -2.6% | -73.3% | +70.7% | +1.0% |
| 6M | +7.6% | -65.9% | +73.5% | +9.0% |
| YTD | +59.6% | -63.9% | +123.5% | +59.2% |
| 1Y | +62.2% | -74.1% | +136.4% | +64.9% |
| All | +69.6% | -97.4% | +167.0% | +132.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling