+72.0%
OVV vs AZO
-7.5%
+79.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.9% | -9.5% | -5.3% |
| 7D | -12.1% | +5.3% | -17.5% | -11.8% |
| 30D | +2.9% | +18.4% | -15.6% | +3.6% |
| 3M | +3.7% | +9.8% | -6.1% | +4.1% |
| 6M | +0.6% | -4.5% | +5.1% | +1.6% |
| YTD | +62.5% | -1.9% | +64.4% | +66.3% |
| 1Y | +72.0% | -9.5% | +81.5% | +79.7% |
| All | +72.0% | -7.5% | +79.5% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling