+69.0%
OVV vs AMRZ
-17.3%
+86.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.2% | -1.4% |
| 7D | -3.7% | -2.0% | -1.7% | -3.9% |
| 30D | +8.0% | -9.8% | +17.8% | +7.0% |
| 3M | +11.3% | -17.2% | +28.5% | +9.3% |
| 6M | +24.0% | -26.9% | +50.9% | +23.1% |
| YTD | +65.3% | -21.5% | +86.8% | +61.9% |
| 1Y | +60.2% | -22.9% | +83.0% | +56.7% |
| All | +69.0% | -17.3% | +86.3% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 10y: compounded portfolio wealth divided by compounded AMRZ 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…
10y analysis · Full analysis span regression · 6 months rolling