+70.7%
OVV vs AMRZ
-13.6%
+84.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.8% |
| 7D | +0.3% | -1.9% | +2.2% | +0.1% |
| 30D | +11.7% | -16.9% | +28.7% | +9.9% |
| 3M | +9.8% | -19.2% | +29.0% | +8.3% |
| 6M | +26.6% | -29.3% | +55.8% | +27.9% |
| YTD | +67.0% | -18.0% | +85.0% | +64.2% |
| 1Y | +55.9% | -15.1% | +71.0% | +52.3% |
| All | +70.7% | -13.6% | +84.3% | +64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling