+171.6%
OVV vs AEIS
+752.0%
-580.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.2% | -2.4% |
| 7D | +0.3% | +3.0% | -2.7% | -0.5% |
| 30D | +11.7% | -14.6% | +26.4% | +15.6% |
| 3M | +9.8% | -12.4% | +22.2% | +10.4% |
| 6M | +26.6% | -15.0% | +41.5% | +25.7% |
| YTD | +67.0% | +34.3% | +32.7% | +45.6% |
| 1Y | +55.9% | +87.4% | -31.4% | +22.6% |
| 3Y | +45.5% | +139.8% | -94.3% | +4.4% |
| 5Y | +157.3% | +220.7% | -63.4% | +69.1% |
| 10Y | +65.0% | +531.6% | -466.6% | -6.2% |
| All | +171.6% | +752.0% | -580.3% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 all: compounded portfolio wealth divided by compounded AEIS 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…
all analysis · Full analysis span regression · 6 months rolling