+158.7%
OVV vs BIDU
-44.5%
+203.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.0% | +5.9% | +0.1% |
| 7D | -3.7% | -2.4% | -1.3% | -3.4% |
| 30D | +8.0% | -15.6% | +23.6% | +10.6% |
| 3M | +11.3% | -22.3% | +33.6% | +15.2% |
| 6M | +24.0% | -22.3% | +46.3% | +27.2% |
| YTD | +65.3% | -29.2% | +94.5% | +71.7% |
| 1Y | +60.2% | -14.8% | +75.0% | +59.3% |
| 3Y | +46.9% | -31.8% | +78.7% | +48.6% |
| 5Y | +158.7% | -43.1% | +201.8% | +156.7% |
| All | +158.7% | -44.5% | +203.2% | +156.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling