+171.6%
OVV vs DTE
+863.1%
-691.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.3% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +11.7% | -2.6% | +14.3% | +13.4% |
| 3M | +9.8% | -3.9% | +13.7% | +12.1% |
| 6M | +26.6% | -7.9% | +34.5% | +32.1% |
| YTD | +67.0% | +7.2% | +59.8% | +57.2% |
| 1Y | +55.9% | +3.1% | +52.8% | +50.0% |
| 3Y | +45.5% | +47.6% | -2.1% | +6.3% |
| 5Y | +157.3% | +32.7% | +124.6% | +98.6% |
| 10Y | +65.0% | +138.8% | -73.7% | -1.0% |
| All | +171.6% | +863.1% | -691.4% | -38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling