+56.0%
OVV vs AEE
+222.5%
-166.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.4% |
| 7D | +8.0% | +1.7% | +6.3% | +7.5% |
| 30D | -2.0% | +9.7% | -11.8% | -4.9% |
| 3M | +5.4% | +5.9% | -0.5% | +3.4% |
| 6M | +14.3% | +6.7% | +7.6% | +11.4% |
| YTD | +69.4% | +17.4% | +52.1% | +59.5% |
| 1Y | +72.4% | +12.7% | +59.7% | +64.5% |
| 3Y | +58.4% | +68.2% | -9.8% | +29.6% |
| 5Y | +106.1% | +57.3% | +48.8% | +72.4% |
| All | +56.0% | +222.5% | -166.5% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling