+174.7%
OVV vs DKS
+6,292.4%
-6,117.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +0.3% | +3.0% | -2.7% | -0.5% |
| 30D | +11.7% | -30.5% | +42.3% | +20.4% |
| 3M | +9.8% | -35.7% | +45.5% | +20.2% |
| 6M | +26.6% | -29.7% | +56.3% | +34.1% |
| YTD | +67.0% | -28.9% | +95.9% | +75.9% |
| 1Y | +55.9% | -35.9% | +91.8% | +68.3% |
| 3Y | +45.5% | +28.2% | +17.3% | +26.8% |
| 5Y | +157.3% | +11.8% | +145.5% | +120.7% |
| 10Y | +65.0% | +211.6% | -146.6% | -2.4% |
| All | +174.7% | +6,292.4% | -6,117.7% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling