+106.0%
OVV vs AME
+77.7%
+28.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.6% |
| 7D | +8.0% | +5.9% | +2.2% | +5.0% |
| 30D | -2.0% | -1.9% | -0.1% | -1.4% |
| 3M | +5.4% | -5.4% | +10.8% | +7.7% |
| 6M | +14.3% | +4.9% | +9.3% | +9.5% |
| YTD | +69.4% | +18.5% | +51.0% | +47.6% |
| 1Y | +72.4% | +25.5% | +46.9% | +44.0% |
| 3Y | +58.4% | +63.0% | -4.6% | +6.5% |
| All | +106.0% | +77.7% | +28.3% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling