+72.0%
OVV vs EOSE
-85.5%
+157.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +12.6% | -18.2% | -5.2% |
| 7D | -12.1% | +9.7% | -21.9% | -11.8% |
| 30D | +2.9% | -34.6% | +37.4% | +2.2% |
| 3M | +3.7% | -50.8% | +54.5% | +2.5% |
| 6M | +0.6% | -66.5% | +67.1% | -0.6% |
| YTD | +62.5% | -81.3% | +143.8% | +61.0% |
| 1Y | +72.0% | -84.8% | +156.8% | +71.1% |
| All | +72.0% | -85.5% | +157.5% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 1y: compounded portfolio wealth divided by compounded EOSE 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…
1y analysis · Full analysis span regression · 6 months rolling