+73.6%
OVV vs AEE
+11.1%
+62.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.3% |
| 7D | +6.5% | +0.6% | +5.9% | +6.6% |
| 30D | -2.7% | +8.8% | -11.5% | -2.0% |
| 3M | +3.1% | +5.1% | -1.9% | +3.4% |
| 6M | +12.8% | +5.2% | +7.7% | +13.8% |
| YTD | +68.1% | +16.1% | +52.1% | +60.3% |
| 1Y | +73.6% | +10.4% | +63.2% | +67.9% |
| All | +73.6% | +11.1% | +62.5% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling