+49.0%
OVV vs EME
+214.6%
-165.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.3% | -7.3% | -1.5% |
| 7D | -10.7% | -4.4% | -6.4% | -10.0% |
| 30D | -5.3% | -17.3% | +12.0% | -1.9% |
| 3M | +2.4% | -20.0% | +22.4% | +6.5% |
| 6M | +5.7% | -29.1% | +34.7% | +12.7% |
| YTD | +56.8% | +6.9% | +49.8% | +46.1% |
| 1Y | +59.3% | +0.8% | +58.5% | +51.0% |
| 3Y | +49.0% | +214.4% | -165.4% | -10.8% |
| All | +49.0% | +214.6% | -165.6% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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