+72.4%
OVV vs DRI
+34.4%
+37.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | +8.0% | +1.1% | +7.0% | +8.3% |
| 30D | -2.0% | +9.7% | -11.7% | -0.3% |
| 3M | +5.4% | +3.2% | +2.2% | +5.8% |
| 6M | +14.3% | +20.6% | -6.3% | +19.4% |
| YTD | +69.4% | +28.3% | +41.2% | +80.8% |
| 1Y | +72.4% | +34.5% | +37.8% | +84.6% |
| All | +72.4% | +34.4% | +37.9% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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