+104.5%
OVV vs DAR
-29.6%
+134.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | +0.1% | +1.2% |
| 7D | +6.5% | +9.2% | -2.7% | +1.9% |
| 30D | -2.7% | -12.3% | +9.6% | +3.7% |
| 3M | +3.1% | -12.7% | +15.9% | +9.7% |
| 6M | +12.8% | -12.8% | +25.6% | +19.7% |
| YTD | +68.1% | +53.8% | +14.4% | +34.7% |
| 1Y | +73.6% | +60.3% | +13.4% | +35.7% |
| 3Y | +57.6% | +31.7% | +25.8% | +25.4% |
| 5Y | +104.5% | -27.7% | +132.3% | +156.8% |
| All | +104.5% | -29.6% | +134.1% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling