+50.8%
OVV vs DKS
+196.9%
-146.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | +0.3% |
| 7D | -3.7% | -0.4% | -3.3% | -3.7% |
| 30D | +8.0% | -36.6% | +44.6% | +20.1% |
| 3M | +11.3% | -37.6% | +48.9% | +23.6% |
| 6M | +24.0% | -32.1% | +56.1% | +32.9% |
| YTD | +65.3% | -32.3% | +97.6% | +76.8% |
| 1Y | +60.2% | -39.5% | +99.6% | +76.5% |
| 3Y | +46.9% | +27.7% | +19.3% | +24.9% |
| 5Y | +158.7% | +15.0% | +143.7% | +112.8% |
| 10Y | +50.8% | +192.6% | -141.8% | -27.7% |
| All | +50.8% | +196.9% | -146.0% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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