+168.5%
OVV vs BRKR
+557.8%
-389.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.3% |
| 7D | -2.9% | -9.8% | +6.9% | -1.0% |
| 30D | +0.9% | -6.1% | +6.9% | +1.9% |
| 3M | +11.0% | -2.4% | +13.4% | +10.0% |
| 6M | +22.3% | +46.7% | -24.4% | +10.0% |
| YTD | +65.1% | +14.0% | +51.1% | +55.5% |
| 1Y | +53.1% | +76.5% | -23.4% | +30.9% |
| 3Y | +46.7% | -11.7% | +58.4% | +39.6% |
| 5Y | +155.5% | -39.3% | +194.8% | +158.0% |
| 10Y | +55.6% | +154.1% | -98.5% | +24.5% |
| All | +168.5% | +557.8% | -389.3% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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