+72.0%
OVV vs ALLE
+18.6%
+53.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.8% | -7.4% | -5.3% |
| 7D | -12.1% | +6.7% | -18.8% | -11.2% |
| 30D | +2.9% | +25.4% | -22.5% | +6.5% |
| 3M | +3.7% | +16.9% | -13.3% | +6.0% |
| 6M | +0.6% | +46.6% | -45.9% | +6.6% |
| YTD | +62.5% | +22.4% | +40.0% | +77.5% |
| 1Y | +72.0% | +17.7% | +54.3% | +89.4% |
| All | +72.0% | +18.6% | +53.5% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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