+173.4%
OVV vs AME
+5,110.3%
-4,936.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.7% | +1.8% |
| 7D | +6.5% | +8.1% | -1.6% | +0.6% |
| 30D | -2.7% | -3.8% | +1.1% | -0.6% |
| 3M | +3.1% | -6.6% | +9.8% | +7.1% |
| 6M | +12.8% | +4.6% | +8.2% | +6.4% |
| YTD | +68.1% | +17.9% | +50.2% | +42.3% |
| 1Y | +73.6% | +23.2% | +50.4% | +41.9% |
| 3Y | +57.6% | +62.9% | -5.3% | +2.5% |
| 5Y | +104.5% | +77.5% | +27.0% | +23.7% |
| 10Y | +58.4% | +444.7% | -386.3% | -42.9% |
| All | +173.4% | +5,110.3% | -4,936.9% | -59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling