+158.3%
OVV vs ALLE
+13.7%
+144.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.1% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +11.7% | -6.8% | +18.5% | +14.3% |
| 3M | +9.8% | +21.0% | -11.2% | +1.0% |
| 6M | +26.6% | +1.1% | +25.5% | +24.8% |
| YTD | +67.0% | -0.5% | +67.6% | +65.5% |
| 1Y | +55.9% | -7.3% | +63.2% | +58.9% |
| 3Y | +45.5% | +42.3% | +3.2% | +17.8% |
| All | +158.3% | +13.7% | +144.6% | +136.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling