+39.2%
OVV vs ALLE
+90.7%
-51.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | 0.0% | -2.4% |
| 7D | -14.9% | 0.0% | -14.9% | -14.9% |
| 30D | -0.9% | +20.6% | -21.5% | -4.6% |
| 3M | +5.6% | +11.4% | -5.8% | +3.3% |
| 6M | -2.5% | +42.5% | -45.0% | -10.8% |
| YTD | +57.8% | +18.9% | +38.9% | +53.5% |
| 1Y | +70.1% | +14.2% | +55.9% | +68.1% |
| All | +39.2% | +90.7% | -51.5% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling