+106.0%
OVV vs EAT
+363.9%
-257.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +8.0% | -4.0% | +12.0% | +8.6% |
| 30D | -2.0% | -2.9% | +0.9% | -1.9% |
| 3M | +5.4% | -16.9% | +22.3% | +7.8% |
| 6M | +14.3% | +57.0% | -42.7% | +4.6% |
| YTD | +69.4% | +38.2% | +31.2% | +56.6% |
| 1Y | +72.4% | +69.3% | +3.1% | +52.2% |
| 3Y | +58.4% | +483.0% | -424.6% | +6.2% |
| All | +106.0% | +363.9% | -257.9% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling