+58.4%
OVV vs EAT
+476.7%
-418.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +8.0% | -4.0% | +12.0% | +8.4% |
| 30D | -2.0% | -2.9% | +0.9% | -2.0% |
| 3M | +5.4% | -16.9% | +22.3% | +7.0% |
| 6M | +14.3% | +57.0% | -42.7% | +7.2% |
| YTD | +69.4% | +38.2% | +31.2% | +59.7% |
| 1Y | +72.4% | +69.3% | +3.1% | +55.6% |
| 3Y | +58.4% | +483.0% | -424.6% | +29.2% |
| All | +58.4% | +476.7% | -418.3% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling