+60.2%
OVV vs AEE
+10.3%
+49.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -0.9% |
| 7D | -3.7% | +1.3% | -5.0% | -3.6% |
| 30D | +8.0% | -1.2% | +9.2% | +7.9% |
| 3M | +11.3% | +1.0% | +10.2% | +11.9% |
| 6M | +24.0% | -2.3% | +26.3% | +24.3% |
| YTD | +65.3% | +9.1% | +56.2% | +62.3% |
| 1Y | +60.2% | +10.6% | +49.6% | +61.5% |
| All | +60.2% | +10.3% | +49.8% | +61.5% |
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