+155.5%
OVV vs EQX
+73.3%
+82.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | +0.1% |
| 7D | -2.9% | -7.0% | +4.1% | -2.0% |
| 30D | +0.9% | +4.8% | -4.0% | 0.0% |
| 3M | +11.0% | +25.6% | -14.6% | +6.9% |
| 6M | +22.3% | -25.8% | +48.1% | +25.7% |
| YTD | +65.1% | -12.7% | +77.8% | +63.7% |
| 1Y | +53.1% | +14.1% | +39.1% | +43.7% |
| 3Y | +46.7% | +165.7% | -119.0% | +10.2% |
| 5Y | +155.5% | +81.2% | +74.3% | +111.2% |
| All | +155.5% | +73.3% | +82.2% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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