+38.3%
OVV vs AEE
+57.7%
-19.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.6% |
| 7D | -16.7% | +2.1% | -18.8% | -16.8% |
| 30D | -1.5% | +11.4% | -12.9% | -2.3% |
| 3M | +1.6% | +5.0% | -3.4% | +1.1% |
| 6M | +2.0% | +4.4% | -2.4% | +1.6% |
| YTD | +56.8% | +15.4% | +41.4% | +53.3% |
| 1Y | +64.8% | +13.8% | +51.1% | +61.4% |
| 3Y | +38.3% | +58.0% | -19.7% | +24.0% |
| All | +38.3% | +57.7% | -19.4% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling