+58.9%
OVV vs BIYA
-99.9%
+158.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.4% | +3.0% |
| 7D | +1.2% | +2.5% | -1.3% | +1.2% |
| 30D | -2.5% | -22.3% | +19.8% | -2.4% |
| 3M | +0.5% | -54.8% | +55.3% | +0.8% |
| 6M | +8.5% | -86.5% | +94.9% | +8.5% |
| YTD | +64.5% | -96.8% | +161.3% | +66.4% |
| 1Y | +64.7% | -98.6% | +163.3% | +71.1% |
| All | +58.9% | -99.9% | +158.8% | +68.5% |
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