+64.7%
OVV vs ESTC
-5.7%
+70.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +3.0% | +3.0% |
| 7D | +1.2% | -2.6% | +3.9% | +1.2% |
| 30D | -2.5% | -8.6% | +6.1% | -2.6% |
| 3M | +0.5% | +14.4% | -13.9% | +1.0% |
| 6M | +8.5% | +73.3% | -64.8% | +10.0% |
| YTD | +64.5% | +15.7% | +48.7% | +64.1% |
| 1Y | +64.7% | -7.6% | +72.3% | +67.8% |
| All | +64.7% | -5.7% | +70.4% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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