+51.5%
OVV vs BIYA
-99.9%
+151.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | -16.7% | -10.5% | -6.2% | -16.6% |
| 30D | -1.5% | -51.7% | +50.2% | -1.1% |
| 3M | +1.6% | -60.8% | +62.3% | +2.0% |
| 6M | +2.0% | -90.6% | +92.6% | +2.8% |
| YTD | +56.8% | -97.1% | +153.9% | +58.8% |
| 1Y | +64.8% | -99.1% | +163.9% | +73.0% |
| All | +51.5% | -99.9% | +151.4% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling