+86.1%
OVV vs DECK
+25.8%
+60.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.3% | -2.6% |
| 7D | -14.9% | +6.0% | -20.9% | -15.9% |
| 30D | -0.9% | +7.4% | -8.4% | -2.4% |
| 3M | +5.6% | -11.7% | +17.2% | +7.5% |
| 6M | -2.5% | -11.0% | +8.5% | -1.7% |
| YTD | +57.8% | -15.4% | +73.2% | +58.6% |
| 1Y | +70.1% | +7.2% | +62.8% | +60.8% |
| 3Y | +35.1% | -11.8% | +47.0% | +24.0% |
| 5Y | +86.1% | +24.3% | +61.7% | +64.1% |
| All | +86.1% | +25.8% | +60.3% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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