-9.0%
OVV vs BLDR
+416.0%
-425.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -1.2% |
| 7D | -10.7% | -2.7% | -8.0% | -10.5% |
| 30D | -5.3% | +24.8% | -30.1% | -10.5% |
| 3M | +2.4% | -11.7% | +14.1% | +3.8% |
| 6M | +5.7% | -14.8% | +20.4% | +6.2% |
| YTD | +56.8% | -35.9% | +92.6% | +65.4% |
| 1Y | +59.3% | -39.7% | +99.0% | +70.0% |
| 3Y | +49.0% | -45.6% | +94.5% | +57.0% |
| 5Y | +88.1% | -2.5% | +90.7% | +68.3% |
| 10Y | +42.5% | +597.4% | -554.8% | -11.8% |
| All | -9.0% | +416.0% | -425.0% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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