+57.2%
OVV vs AME
+63.5%
-6.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.7% | +2.1% |
| 7D | +6.5% | +8.1% | -1.6% | +3.9% |
| 30D | -2.7% | -3.8% | +1.1% | -1.6% |
| 3M | +3.1% | -6.6% | +9.8% | +5.3% |
| 6M | +12.8% | +4.6% | +8.2% | +9.7% |
| YTD | +68.1% | +17.9% | +50.2% | +51.1% |
| 1Y | +73.6% | +23.2% | +50.4% | +51.6% |
| All | +57.2% | +63.5% | -6.3% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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