+49.0%
OVV vs DKS
+39.9%
+9.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -0.9% |
| 7D | -10.7% | +3.8% | -14.6% | -11.4% |
| 30D | -5.3% | +8.1% | -13.4% | -6.8% |
| 3M | +2.4% | -28.6% | +31.0% | +8.1% |
| 6M | +5.7% | -33.6% | +39.3% | +12.7% |
| YTD | +56.8% | -23.8% | +80.5% | +59.1% |
| 1Y | +59.3% | -30.7% | +90.0% | +66.2% |
| 3Y | +49.0% | +41.5% | +7.5% | +22.5% |
| All | +49.0% | +39.9% | +9.1% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling