+28.7%
OVV vs AMDL
+20.7%
+8.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -34.9% | +32.0% | -1.1% |
| 7D | -14.9% | -52.7% | +37.8% | -12.2% |
| 30D | -0.9% | -65.3% | +64.4% | +3.5% |
| 3M | +5.6% | -40.8% | +46.4% | +6.6% |
| 6M | -2.5% | -12.9% | +10.4% | -7.1% |
| YTD | +57.8% | +98.0% | -40.2% | +34.7% |
| 1Y | +70.1% | +30.1% | +39.9% | +50.6% |
| All | +28.7% | +20.7% | +8.0% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling