+171.6%
OVV vs BB
+84.8%
+86.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | -5.6% | +5.9% | +1.3% |
| 30D | +11.7% | -11.8% | +23.5% | +14.0% |
| 3M | +9.8% | -25.5% | +35.3% | +14.1% |
| 6M | +26.6% | +121.3% | -94.7% | +5.2% |
| YTD | +67.0% | +103.2% | -36.1% | +40.9% |
| 1Y | +55.9% | +102.6% | -46.7% | +30.4% |
| 3Y | +45.5% | +37.5% | +8.0% | +23.0% |
| 5Y | +157.3% | -30.4% | +187.8% | +139.4% |
| 10Y | +65.0% | 0.0% | +65.0% | +26.1% |
| All | +171.6% | +84.8% | +86.8% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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