+173.4%
OVV vs AZO
+4,642.9%
-4,469.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | +6.5% | -1.7% | +8.3% | +7.0% |
| 30D | -2.7% | +12.4% | -15.1% | -6.0% |
| 3M | +3.1% | +6.8% | -3.6% | +0.8% |
| 6M | +12.8% | -4.6% | +17.4% | +13.2% |
| YTD | +68.1% | -4.1% | +72.2% | +67.3% |
| 1Y | +73.6% | -14.2% | +87.8% | +78.2% |
| 3Y | +57.6% | +20.3% | +37.2% | +43.4% |
| 5Y | +104.5% | +72.4% | +32.1% | +63.6% |
| 10Y | +58.4% | +333.4% | -275.0% | -10.3% |
| All | +173.4% | +4,642.9% | -4,469.4% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling