+162.0%
OVV vs DKS
+15.5%
+146.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -3.8% | -2.9% | -0.9% | -3.2% |
| 30D | +1.3% | -37.7% | +39.0% | +10.4% |
| 3M | +14.3% | -38.9% | +53.3% | +24.8% |
| 6M | +21.1% | -31.1% | +52.2% | +27.1% |
| YTD | +66.0% | -31.8% | +97.8% | +74.2% |
| 1Y | +59.3% | -38.0% | +97.3% | +70.8% |
| 3Y | +47.6% | +28.6% | +18.9% | +30.6% |
| 5Y | +162.0% | +12.5% | +149.4% | +128.2% |
| All | +162.0% | +15.5% | +146.5% | +128.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling