-26.0%
OVV vs BUD
+201.1%
-227.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.2% |
| 3M | +9.8% | +3.1% | +6.7% | +7.1% |
| 6M | +26.6% | +7.9% | +18.7% | +18.5% |
| YTD | +67.0% | +27.3% | +39.7% | +41.1% |
| 1Y | +55.9% | +37.8% | +18.1% | +24.7% |
| 3Y | +45.5% | +49.8% | -4.3% | +4.8% |
| 5Y | +157.3% | +43.8% | +113.5% | +83.2% |
| 10Y | +65.0% | -22.6% | +87.6% | +73.1% |
| All | -26.0% | +201.1% | -227.1% | -65.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling