+54.2%
OVV vs BIYA
-99.9%
+154.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.1% | +1.8% |
| 7D | -7.3% | -4.1% | -3.2% | -7.2% |
| 30D | -3.6% | -35.5% | +31.9% | -3.3% |
| 3M | -2.6% | -56.3% | +53.7% | -2.3% |
| 6M | +7.6% | -88.7% | +96.2% | +8.0% |
| YTD | +59.6% | -97.0% | +156.6% | +61.6% |
| 1Y | +62.2% | -98.7% | +160.9% | +68.7% |
| All | +54.2% | -99.9% | +154.1% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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