+27.8%
OVV vs AMDL
+87.1%
-59.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +26.8% | -26.8% | -1.3% |
| 7D | -10.7% | +10.3% | -21.0% | -11.7% |
| 30D | -5.3% | -38.3% | +33.0% | -4.0% |
| 3M | +2.4% | -8.7% | +11.1% | +1.0% |
| 6M | +5.7% | -14.4% | +20.0% | +2.5% |
| YTD | +56.8% | +206.9% | -150.2% | +30.7% |
| 1Y | +59.3% | +144.4% | -85.1% | +34.9% |
| All | +27.8% | +87.1% | -59.3% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling