+55.9%
OVV vs EVRG
+17.4%
+38.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.8% |
| 7D | +0.3% | +1.1% | -0.8% | +0.4% |
| 30D | +11.7% | -1.0% | +12.7% | +11.6% |
| 3M | +9.8% | +0.4% | +9.4% | +10.3% |
| 6M | +26.6% | -0.8% | +27.4% | +27.0% |
| YTD | +67.0% | +15.3% | +51.7% | +65.8% |
| 1Y | +55.9% | +17.9% | +38.0% | +60.8% |
| All | +55.9% | +17.4% | +38.5% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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