+50.8%
OVV vs BIDU
-51.1%
+101.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.0% | +5.9% | +0.8% |
| 7D | -3.7% | -2.4% | -1.3% | -3.2% |
| 30D | +8.0% | -15.6% | +23.6% | +12.3% |
| 3M | +11.3% | -22.3% | +33.6% | +17.7% |
| 6M | +24.0% | -22.3% | +46.3% | +29.1% |
| YTD | +65.3% | -29.2% | +94.5% | +75.4% |
| 1Y | +60.2% | -14.8% | +75.0% | +58.8% |
| 3Y | +46.9% | -31.8% | +78.7% | +49.3% |
| 5Y | +158.7% | -43.1% | +201.8% | +152.9% |
| 10Y | +50.8% | -50.6% | +101.5% | +20.1% |
| All | +50.8% | -51.1% | +101.9% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling