+171.6%
OVV vs AZO
+4,250.7%
-4,079.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -1.9% |
| 7D | +0.3% | +0.7% | -0.5% | 0.0% |
| 30D | +11.7% | -2.7% | +14.4% | +12.4% |
| 3M | +9.8% | -3.2% | +13.0% | +10.1% |
| 6M | +26.6% | -19.7% | +46.3% | +33.2% |
| YTD | +67.0% | -12.0% | +79.1% | +70.9% |
| 1Y | +55.9% | -29.5% | +85.4% | +69.6% |
| 3Y | +45.5% | +17.3% | +28.2% | +33.2% |
| 5Y | +157.3% | +94.1% | +63.3% | +98.3% |
| 10Y | +65.0% | +303.3% | -238.3% | -4.5% |
| All | +171.6% | +4,250.7% | -4,079.1% | -27.7% |
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 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