+58.4%
OVV vs BUD
-23.7%
+82.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.3% | +0.3% | 0.0% | +0.1% |
| 30D | +11.7% | -5.7% | +17.4% | +15.4% |
| 3M | +9.8% | +3.1% | +6.7% | +6.9% |
| 6M | +26.6% | +7.9% | +18.7% | +18.0% |
| YTD | +67.0% | +27.3% | +39.7% | +39.5% |
| 1Y | +55.9% | +37.8% | +18.1% | +22.8% |
| 3Y | +45.5% | +49.8% | -4.3% | +1.6% |
| 5Y | +157.3% | +43.8% | +113.5% | +76.0% |
| All | +58.4% | -23.7% | +82.0% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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