+158.7%
OVV vs AMCR
-9.8%
+168.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | -3.7% | -1.8% | -1.9% | -3.1% |
| 30D | +8.0% | -6.0% | +14.0% | +10.1% |
| 3M | +11.3% | +18.9% | -7.7% | +3.5% |
| 6M | +24.0% | +5.7% | +18.3% | +19.7% |
| YTD | +65.3% | +11.1% | +54.2% | +54.8% |
| 1Y | +60.2% | +12.7% | +47.4% | +48.4% |
| 3Y | +46.9% | +9.6% | +37.4% | +33.1% |
| 5Y | +158.7% | -10.3% | +169.1% | +179.4% |
| All | +158.7% | -9.8% | +168.5% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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