+171.6%
OVV vs EAT
+1,515.2%
-1,343.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | +0.3% | 0.0% | +0.3% | +0.2% |
| 30D | +11.7% | +1.9% | +9.9% | +10.7% |
| 3M | +9.8% | +68.7% | -58.9% | -6.6% |
| 6M | +26.6% | +66.9% | -40.3% | +6.1% |
| YTD | +67.0% | +60.4% | +6.6% | +40.7% |
| 1Y | +55.9% | +44.0% | +11.9% | +33.5% |
| 3Y | +45.5% | +604.7% | -559.2% | -27.2% |
| 5Y | +157.3% | +347.0% | -189.7% | +38.2% |
| 10Y | +65.0% | +390.8% | -325.8% | -19.3% |
| All | +171.6% | +1,515.2% | -1,343.5% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling