-14.1%
OVV vs BIDU
+1,127.7%
-1,141.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -10.7% | +5.4% | -16.1% | -11.9% |
| 30D | -5.3% | -5.0% | -0.3% | -4.3% |
| 3M | +2.4% | -26.1% | +28.5% | +9.2% |
| 6M | +5.7% | -42.6% | +48.2% | +18.8% |
| YTD | +56.8% | -38.0% | +94.7% | +70.3% |
| 1Y | +59.3% | -35.7% | +94.9% | +70.8% |
| 3Y | +49.0% | -22.9% | +71.9% | +46.4% |
| 5Y | +88.1% | -49.9% | +138.0% | +91.1% |
| 10Y | +42.5% | -52.0% | +94.5% | +40.4% |
| All | -14.1% | +1,127.7% | -1,141.8% | -52.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling