+72.4%
OVV vs AMDL
+130.1%
-57.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.3% | +0.5% |
| 7D | +8.0% | +37.2% | -29.2% | +8.8% |
| 30D | -2.0% | -24.0% | +22.0% | -2.4% |
| 3M | +5.4% | -1.0% | +6.4% | +6.0% |
| 6M | +14.3% | -3.2% | +17.5% | +16.4% |
| YTD | +69.4% | +232.2% | -162.8% | +69.4% |
| 1Y | +72.4% | +137.7% | -65.4% | +80.4% |
| All | +72.4% | +130.1% | -57.7% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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