+60.3%
OVV vs AMRZ
-17.5%
+77.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.8% |
| 7D | -16.7% | +1.2% | -17.8% | -16.4% |
| 30D | -1.5% | +15.1% | -16.6% | 0.0% |
| 3M | +1.6% | -18.1% | +19.6% | 0.0% |
| 6M | +2.0% | -23.5% | +25.5% | +0.7% |
| YTD | +56.8% | -21.6% | +78.4% | +53.8% |
| 1Y | +64.8% | -14.7% | +79.6% | +60.3% |
| All | +60.3% | -17.5% | +77.7% | +53.8% |
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