+171.6%
OVV vs AU
+560.3%
-388.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.2% |
| 7D | +0.3% | -3.6% | +3.9% | +1.0% |
| 30D | +11.7% | +23.9% | -12.1% | +6.1% |
| 3M | +9.8% | +19.1% | -9.3% | +4.3% |
| 6M | +26.6% | -0.2% | +26.7% | +22.5% |
| YTD | +67.0% | +32.5% | +34.6% | +49.8% |
| 1Y | +55.9% | +96.9% | -41.0% | +25.7% |
| 3Y | +45.5% | +614.7% | -569.2% | -18.6% |
| 5Y | +157.3% | +647.7% | -490.4% | +38.1% |
| 10Y | +65.0% | +679.2% | -614.2% | -23.3% |
| All | +171.6% | +560.3% | -388.7% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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