+59.3%
OVV vs DKS
-40.1%
+99.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -3.8% | -2.9% | -0.9% | -3.7% |
| 30D | +1.3% | -37.7% | +39.0% | +2.2% |
| 3M | +14.3% | -38.9% | +53.3% | +15.5% |
| 6M | +21.1% | -31.1% | +52.2% | +18.8% |
| YTD | +66.0% | -31.8% | +97.8% | +62.2% |
| 1Y | +59.3% | -38.0% | +97.3% | +60.2% |
| All | +59.3% | -40.1% | +99.4% | +60.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling