+53.1%
OVV vs AZO
-32.7%
+85.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.7% |
| 7D | -2.9% | -2.9% | 0.0% | -3.1% |
| 30D | +0.9% | -5.3% | +6.2% | +0.5% |
| 3M | +11.0% | -7.3% | +18.4% | +10.6% |
| 6M | +22.3% | -22.7% | +45.0% | +22.4% |
| YTD | +65.1% | -15.0% | +80.1% | +67.5% |
| 1Y | +53.1% | -32.2% | +85.4% | +47.3% |
| All | +53.1% | -32.7% | +85.8% | +47.3% |
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