+49.0%
OVV vs BIDU
-24.2%
+73.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -10.7% | +5.4% | -16.1% | -11.2% |
| 30D | -5.3% | -5.0% | -0.3% | -4.9% |
| 3M | +2.4% | -26.1% | +28.5% | +5.3% |
| 6M | +5.7% | -42.6% | +48.2% | +11.5% |
| YTD | +56.8% | -38.0% | +94.7% | +62.9% |
| 1Y | +59.3% | -35.7% | +94.9% | +64.1% |
| 3Y | +49.0% | -22.9% | +71.9% | +41.2% |
| All | +49.0% | -24.2% | +73.1% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling