+54.9%
OVV vs BUD
-4.5%
+59.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.3% | +5.3% | +4.4% |
| 7D | +1.2% | +0.5% | +0.7% | +0.8% |
| 30D | -2.5% | +7.4% | -9.9% | -7.3% |
| 3M | +0.5% | +4.3% | -3.8% | -3.0% |
| 6M | +8.5% | +5.3% | +3.2% | +3.3% |
| YTD | +64.5% | +33.2% | +31.2% | +32.4% |
| 1Y | +64.7% | +31.8% | +32.9% | +33.3% |
| 3Y | +54.1% | +47.8% | +6.4% | +9.2% |
| 5Y | +95.4% | +50.2% | +45.3% | +29.7% |
| 10Y | +54.9% | -4.8% | +59.7% | +29.1% |
| All | +54.9% | -4.5% | +59.4% | +29.1% |
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