+72.0%
OVV vs DTE
+5.6%
+66.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.4% | -8.1% | -5.5% |
| 7D | -12.1% | +4.2% | -16.3% | -12.0% |
| 30D | +2.9% | +10.0% | -7.1% | +2.8% |
| 3M | +3.7% | -2.1% | +5.8% | +3.7% |
| 6M | +0.6% | -4.7% | +5.3% | +1.3% |
| YTD | +62.5% | +9.3% | +53.1% | +52.8% |
| 1Y | +72.0% | +6.6% | +65.4% | +62.8% |
| All | +72.0% | +5.6% | +66.5% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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