+54.9%
OVV vs ALLE
+212.2%
-157.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.5% |
| 7D | +1.2% | -0.8% | +2.1% | +1.7% |
| 30D | -2.5% | +27.4% | -29.9% | -16.3% |
| 3M | +0.5% | +13.8% | -13.4% | -7.9% |
| 6M | +8.5% | +45.5% | -37.0% | -16.4% |
| YTD | +64.5% | +21.4% | +43.1% | +40.2% |
| 1Y | +64.7% | +15.4% | +49.3% | +45.0% |
| 3Y | +54.1% | +91.7% | -37.6% | -8.5% |
| 5Y | +95.4% | +54.5% | +40.9% | +31.1% |
| 10Y | +54.9% | +210.5% | -155.6% | -32.1% |
| All | +54.9% | +212.2% | -157.2% | -32.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling